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
151
$490K 0.03%
13,266
-58
152
$482K 0.03%
2,522
+127
153
$482K 0.03%
8,314
-25
154
$480K 0.03%
1,619
+2
155
$476K 0.03%
1,800
156
$475K 0.03%
15,746
+31
157
$466K 0.03%
2,696
158
$465K 0.03%
12,362
+20
159
$454K 0.03%
6,002
+13
160
$451K 0.03%
3,650
161
$443K 0.03%
3,600
162
$440K 0.03%
15,070
163
$440K 0.03%
1,725
+680
164
$425K 0.03%
10,904
+27
165
$421K 0.03%
4,330
166
$414K 0.03%
1,596
+135
167
$406K 0.03%
1,180
168
$396K 0.03%
9,102
169
$391K 0.03%
2,500
170
$387K 0.03%
2,671
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171
$378K 0.03%
4,608
-295
172
$373K 0.03%
5,584
-86
173
$365K 0.02%
6,198
+1
174
$362K 0.02%
8,108
175
$358K 0.02%
4,883
-173
5 6
7
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