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
$712M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10.7M
3
+$10.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.89M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$8.25M

Top Sells

1
+$21.3M
2
+$18M
3
+$16.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.3M
5
FDX icon
FedEx
FDX
+$6.96M

Sector Composition

1 Industrials 18.07%
2 Financials 16.92%
3 Healthcare 12.41%
4 Technology 8.3%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$672K 0.09%
7,468
-180
102
$659K 0.09%
10,376
-439
103
$637K 0.09%
21,706
+36
104
$634K 0.09%
18,510
105
$628K 0.09%
8,099
+15
106
$596K 0.08%
10,701
+1,241
107
$592K 0.08%
17,525
+4,285
108
$585K 0.08%
1,874
+1
109
$576K 0.08%
3,565
110
$547K 0.08%
2,942
+8
111
$545K 0.08%
5,551
+9
112
$541K 0.08%
8,122
+375
113
$533K 0.07%
+6,924
114
$530K 0.07%
14,322
+22
115
$529K 0.07%
8,416
+11
116
$516K 0.07%
25,185
+56
117
$512K 0.07%
1,070
+2
118
$506K 0.07%
8,711
+6
119
$505K 0.07%
5,293
+8
120
$494K 0.07%
10,530
+28
121
$488K 0.07%
3,043
+10
122
$472K 0.07%
4,830
123
$462K 0.06%
7,728
+75
124
$457K 0.06%
6,877
+14
125
$454K 0.06%
2,619
+4
3 4
5
6 7