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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
$1.17B
AUM Growth
-$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.57M
3
+$2.96M
4
CCJ icon
Cameco
CCJ
+$2.75M
5
URA icon
Global X Uranium ETF
URA
+$2.7M

Top Sells

1
+$7.14M
2
+$4.68M
3
+$4.31M
4
LLY icon
Eli Lilly
LLY
+$4.02M
5
PAYC icon
Paycom
PAYC
+$3.96M

Sector Composition

1 Technology 25.99%
2 Healthcare 19.54%
3 Financials 14.75%
4 Industrials 10.29%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$201K 0.02%
+620
202
$160K 0.01%
4,717
+317
203
– –
-2,948
204
– –
-9,217
205
– –
-13,269
206
– –
-4,444
207
– –
-13,585
208
– –
-11,764
209
– –
-9,973
210
– –
-5,412
211
– –
-3,958
212
– –
-69,600
213
– –
-2,950
214
– –
-19,325
215
– –
-3,220
216
– –
-5,071
5 6 7 8
9