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
$696M
AUM Growth
+$95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$15.5M
3
+$14.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$13.7M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$11M

Top Sells

1
+$20.4M
2
+$17.2M
3
+$11.1M
4
BABA icon
Alibaba
BABA
+$7.68M
5
AMZN icon
Amazon
AMZN
+$7.68M

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
176
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179
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180
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181
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182
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183
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184
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185
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186
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187
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4 5 6 7
8