MMM
Mendel Money Management Portfolio holdings
AUM
$238M
1-Year Est. Return
15.14%
1 Year Est. Return
+15.14%
AUM
$238M
AUM Growth
+$12M
(+5.3%)
Holding
157
Top Buys
| 1 | +$3.14M | |
| 2 | +$2.22M | |
| 3 | +$1.98M | |
| 4 |
ServiceNow
NOW
|
+$1.96M |
| 5 |
Aptus Defined Risk ETF
DRSK
|
+$1.71M |
Top Sells
| 1 | +$4.89M | |
| 2 | +$1.59M | |
| 3 | +$1.38M | |
| 4 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$1.3M |
| 5 |
Crown Castle
CCI
|
+$1.16M |
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 | |
|---|---|---|---|---|---|---|
151
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
| – | – |
-5,623
|
|
||
|
ANSS
152
DELISTED
Ansys
ANSS
| – | – |
-13,912
|
|
||
153
Canadian Pacific Kansas City
CP
$66.4B
| – | – |
-6,292
|
|
||
154
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$513M
| – | – |
-9,961
|
|
||
155
iShares MSCI USA Momentum Factor ETF
MTUM
$20.6B
| – | – |
-1,536
|
|
||
156
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
| – | – |
-4,960
|
|
||
157
Vanguard Real Estate ETF
VNQ
$33.9B
| – | – |
-4,693
|
|