MLL

Moody Lynn & Lieberson Portfolio holdings

AUM $1.78B
1-Year Est. Return 31.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.7M
3
+$4.1M
4
LHX icon
L3Harris
LHX
+$3.73M
5
CYBR
CyberArk
CYBR
+$3.63M

Top Sells

1
+$16.3M
2
+$6.65M
3
+$5.89M
4
V icon
Visa
V
+$5.54M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.73M

Sector Composition

1 Technology 28.74%
2 Financials 16.79%
3 Healthcare 14.32%
4 Industrials 10.55%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$885K 0.05%
753
-3
127
$865K 0.05%
13,954
-182
128
$836K 0.05%
6,201
129
$818K 0.05%
2,623
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130
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1,432
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131
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1,375
132
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2,791
-12,158
133
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4,424
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134
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8,300
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135
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136
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137
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3,721
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138
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7,902
139
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10,380
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140
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29,564
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141
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145
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146
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147
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148
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