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
$1.33B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$5.86M
3
+$5.32M
4
TEAM icon
Atlassian
TEAM
+$5.03M
5
NOC icon
Northrop Grumman
NOC
+$4.97M

Top Sells

1
+$19.3M
2
+$10.3M
3
+$6.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.49M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$6.18M

Sector Composition

1 Financials 20.74%
2 Technology 18.91%
3 Healthcare 15.02%
4 Industrials 12.59%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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208
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-4,438
215
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5 6 7 8
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