MMM

Mendel Money Management Portfolio holdings

AUM $239M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.55M
3
+$1.99M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$1.93M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.71M

Top Sells

1
+$4.89M
2
+$1.62M
3
+$1.34M
4
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.29M
5
CCI icon
Crown Castle
CCI
+$1.22M

Sector Composition

1 Technology 29.37%
2 Industrials 16.99%
3 Healthcare 11.21%
4 Consumer Discretionary 8.81%
5 Financials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INGR icon
126
Ingredion
INGR
$7B
$341K 0.14%
2,792
+10
PYPL icon
127
PayPal
PYPL
$41.1B
$337K 0.14%
5,020
-400
TGT icon
128
Target
TGT
$54.5B
$336K 0.14%
3,749
-443
FDX icon
129
FedEx
FDX
$85.7B
$336K 0.14%
1,426
PSTL
130
Postal Realty Trust
PSTL
$514M
$330K 0.14%
21,011
+1,205
SHOP icon
131
Shopify
SHOP
$155B
$327K 0.14%
2,200
GSEW icon
132
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.59B
$303K 0.13%
+3,567
CRM icon
133
Salesforce
CRM
$172B
$302K 0.13%
1,274
-5
VLTO icon
134
Veralto
VLTO
$21.6B
$291K 0.12%
2,731
-60
GH icon
135
Guardant Health
GH
$12B
$278K 0.12%
4,455
-400
ADBE icon
136
Adobe
ADBE
$97.6B
$276K 0.12%
782
-14
VFC icon
137
VF Corp
VFC
$6.62B
$264K 0.11%
18,315
+735
ADI icon
138
Analog Devices
ADI
$157B
$261K 0.11%
1,061
COHR icon
139
Coherent
COHR
$46.5B
$254K 0.11%
2,355
-420
NUE icon
140
Nucor
NUE
$39.6B
$251K 0.11%
1,855
+10
MDY icon
141
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.3B
$249K 0.1%
417
-53
AXP icon
142
American Express
AXP
$207B
$243K 0.1%
731
YELP icon
143
Yelp
YELP
$1.5B
$239K 0.1%
7,653
-13,220
CB icon
144
Chubb
CB
$128B
$226K 0.1%
802
-10
CRAI icon
145
CRA International
CRAI
$1.08B
$224K 0.09%
1,075
VRSN icon
146
VeriSign
VRSN
$23B
$224K 0.09%
800
VTI icon
147
Vanguard Total Stock Market ETF
VTI
$559B
$223K 0.09%
679
NEE icon
148
NextEra Energy
NEE
$193B
$213K 0.09%
+2,825
FRDM icon
149
Freedom 100 Emerging Markets ETF
FRDM
$2.65B
$213K 0.09%
+4,810
PLTR icon
150
Palantir
PLTR
$350B
$202K 0.08%
+1,105
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