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
$1.49B
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.6M
3
+$11M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$5.72M
5
AMZN icon
Amazon
AMZN
+$5.71M

Top Sells

1
+$10.7M
2
+$5.85M
3
+$5.13M
4
XOM icon
Exxon Mobil
XOM
+$4.98M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.72M

Sector Composition

1 Technology 29.14%
2 Healthcare 18.83%
3 Financials 14.05%
4 Industrials 10.23%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.08%
42,707
-2,500
102
$1.18M 0.08%
9,681
-139
103
$1.17M 0.08%
6,895
-4,082
104
$1.16M 0.08%
5,520
-14,521
105
$1.16M 0.08%
4,000
106
$1.1M 0.07%
19,000
+50
107
$1.09M 0.07%
1,304
108
$1.08M 0.07%
13,469
+19
109
$1.05M 0.07%
13,178
-140
110
$1.05M 0.07%
785
111
$1.04M 0.07%
7,605
-300
112
$1.03M 0.07%
5,636
113
$979K 0.07%
11,592
-34
114
$950K 0.06%
6,850
115
$909K 0.06%
20,570
-216
116
$889K 0.06%
23,449
117
$874K 0.06%
8,616
118
$866K 0.06%
14,265
119
$838K 0.06%
14,262
+23
120
$808K 0.05%
2,842
121
$808K 0.05%
4,089
-1
122
$801K 0.05%
2,667
+5
123
$798K 0.05%
8,736
124
$783K 0.05%
4,590
+3
125
$769K 0.05%
1,600
-16
3 4
5
6 7