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
$647M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$12.1M
3
+$9.66M
4
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$9.45M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.06M

Top Sells

1
+$15.8M
2
+$12.6M
3
+$9.17M
4
JPM icon
JPMorgan Chase
JPM
+$8.63M
5
HD icon
Home Depot
HD
+$8.52M

Sector Composition

1 Financials 14.33%
2 Energy 13.13%
3 Communication Services 12.2%
4 Healthcare 11.11%
5 Consumer Discretionary 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
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