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
$896M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.1M
3
+$8.41M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.55M
5
TXN icon
Texas Instruments
TXN
+$6.54M

Top Sells

1
+$19.6M
2
+$11.2M
3
+$9.82M
4
CYBR icon
CyberArk
CYBR
+$8.21M
5
PYPL icon
PayPal
PYPL
+$7.58M

Sector Composition

1 Technology 17.97%
2 Financials 16.87%
3 Healthcare 14.71%
4 Industrials 10.06%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$811K 0.09%
6,785
102
$810K 0.09%
5,896
-598
103
$772K 0.09%
32,000
104
$760K 0.08%
22,386
+78
105
$745K 0.08%
12,792
+340
106
$732K 0.08%
1,039
+5
107
$730K 0.08%
4,620
-1,038
108
$727K 0.08%
8,396
+54
109
$726K 0.08%
8,208
+100
110
$722K 0.08%
13,860
+50
111
$709K 0.08%
1,592
112
$688K 0.08%
5,490
+20
113
$680K 0.08%
15,000
114
$662K 0.07%
5,840
115
$648K 0.07%
11,587
+91
116
$632K 0.07%
7,417
+25
117
$606K 0.07%
15,330
118
$598K 0.07%
5,524
+29
119
$584K 0.07%
15,110
120
$577K 0.06%
14,170
121
$577K 0.06%
4,895
+30
122
$568K 0.06%
31,334
123
$565K 0.06%
2,225
-20,602
124
$558K 0.06%
5,177
+42
125
$558K 0.06%
8,350
3 4
5
6 7