MMM

Mendel Money Management Portfolio holdings

AUM $239M
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$651K
2 +$549K
3 +$411K
4
MBB icon
iShares MBS ETF
MBB
+$336K
5
ULTA icon
Ulta Beauty
ULTA
+$262K

Top Sells

1 +$1.07M
2 +$615K
3 +$530K
4
D icon
Dominion Energy
D
+$312K
5
JNJ icon
Johnson & Johnson
JNJ
+$265K

Sector Composition

1 Technology 24.93%
2 Industrials 17.79%
3 Healthcare 12.57%
4 Consumer Discretionary 10.02%
5 Financials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$206K 0.1%
+1,592
127
$203K 0.1%
+770
128
$201K 0.1%
+1,411
129
-6,985
130
-14,933