MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.73B
1-Year Est. Return 30.3%
This Quarter Est. Return
1 Year Est. Return
+30.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$696M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$16.4M
3
+$15.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11.6M

Top Sells

1
+$20.2M
2
+$17.2M
3
+$10.4M
4
BABA icon
Alibaba
BABA
+$7.68M
5
AMZN icon
Amazon
AMZN
+$7.35M

Sector Composition

1 Industrials 20.12%
2 Financials 18.61%
3 Healthcare 9.31%
4 Energy 7.74%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$667K 0.1%
15,105
102
$657K 0.09%
7,083
+868
103
$652K 0.09%
14,753
-29,747
104
$651K 0.09%
7,648
-100
105
$619K 0.09%
8,084
106
$612K 0.09%
18,510
107
$591K 0.08%
6,458
+66
108
$565K 0.08%
1,873
+5
109
$549K 0.08%
3,565
110
$504K 0.07%
2,934
-763
111
$497K 0.07%
7,653
+513
112
$494K 0.07%
6,589
+1,002
113
$490K 0.07%
14,300
-94
114
$481K 0.07%
+9,460
115
$480K 0.07%
8,405
+1,014
116
$477K 0.07%
+25,129
117
$476K 0.07%
6,863
-3,373
118
$471K 0.07%
3,760
+489
119
$466K 0.07%
5,285
-23
120
$461K 0.07%
7,747
-18
121
$461K 0.07%
+10,502
122
$460K 0.07%
3,712
-837
123
$455K 0.07%
+29,939
124
$455K 0.07%
5,542
-29
125
$454K 0.07%
+17,188
3 4
5
6 7