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
126
$454K 0.07%
8,705
+1,383
127
$447K 0.06%
1,068
-8
128
$429K 0.06%
4,098
-191
129
$427K 0.06%
+4,830
130
$425K 0.06%
3,033
-20
131
$425K 0.06%
9,370
+1,379
132
$423K 0.06%
6,130
133
$419K 0.06%
7,965
+820
134
$413K 0.06%
9,864
135
$400K 0.06%
13,240
-675
136
$399K 0.06%
1,775
137
$384K 0.06%
1,663
-649
138
$384K 0.06%
2,904
-16
139
$383K 0.06%
18,479
140
$376K 0.05%
2,615
-19
141
$366K 0.05%
14,506
-4,074
142
$362K 0.05%
+12,897
143
$355K 0.05%
5,740
-570
144
$353K 0.05%
7,724
-32
145
$347K 0.05%
+15,905
146
$344K 0.05%
6,236
147
$344K 0.05%
14,772
-868,729
148
$333K 0.05%
4,828
-1,692
149
$332K 0.05%
+5,094
150
$300K 0.04%
4,590
4 5
6
7 8