MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.37M
3
+$4.28M
4
SIBN icon
SI-BONE Inc
SIBN
+$4.02M
5
COLB icon
Columbia Banking Systems
COLB
+$3.9M

Top Sells

1
+$6.83M
2
+$6.24M
3
+$5.37M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$5M

Sector Composition

1 Industrials 17.03%
2 Healthcare 16.2%
3 Technology 15.93%
4 Financials 12.61%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 1.1%
23,634
-83
27
$5.67M 1.1%
158,103
-38,830
28
$5.65M 1.1%
127,043
+24,655
29
$5.56M 1.08%
38,690
+7,100
30
$5.27M 1.02%
38,810
-30
31
$5.25M 1.02%
51,533
+2,004
32
$5.2M 1.01%
122,981
-20,351
33
$5.2M 1.01%
48,147
-260
34
$5.02M 0.98%
86,676
-138
35
$4.95M 0.96%
+111,870
36
$4.93M 0.96%
47,924
-125
37
$4.92M 0.96%
+35,529
38
$4.84M 0.94%
136,556
+41,938
39
$4.79M 0.93%
147,523
-34,855
40
$4.75M 0.92%
35,215
-24,704
41
$4.66M 0.91%
71,103
+29,747
42
$4.65M 0.9%
64,693
+32,114
43
$4.57M 0.89%
238,240
-693
44
$4.56M 0.89%
+39,170
45
$4.5M 0.87%
+70,070
46
$4.49M 0.87%
246,351
+33,075
47
$4.45M 0.86%
+164,925
48
$4.31M 0.84%
27,314
-201
49
$3.95M 0.77%
65,977
-284
50
$3.91M 0.76%
32,883
-29,482
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