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
$47.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$1.06M
3
+$919K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$905K
5
ISBC
Investors Bancorp, Inc.
ISBC
+$872K

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.69%
2 Technology 15.05%
3 Industrials 13.4%
4 Healthcare 12.36%
5 Consumer Discretionary 12.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.66%
+4,920
77
$297K 0.62%
+3,980
78
$289K 0.61%
+21,230
79
$269K 0.57%
+17,460
80
$249K 0.52%
+13,475
81
$249K 0.52%
+6,640
82
$218K 0.46%
+2,136
83
$216K 0.45%
+2,550
84
$203K 0.43%
+1,339
85
$201K 0.42%
+6,200
1 2 3
4