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
$121M
AUM Growth
+$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.87M
3
+$1.83M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$1.77M
5
AAON icon
Aaon
AAON
+$1.7M

Top Sells

1
+$813K
2
+$502K
3
+$495K
4
WCG
Wellcare Health Plans, Inc.
WCG
+$450K
5
GIII icon
G-III Apparel Group
GIII
+$398K

Sector Composition

1 Technology 16.81%
2 Industrials 16.42%
3 Financials 14.33%
4 Consumer Discretionary 11.96%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$801K 0.66%
17,578
+10,048
77
$694K 0.57%
+13,875
78
$685K 0.57%
12,235
+1,070
79
$677K 0.56%
6,310
-4,600
80
$668K 0.55%
8,615
+4,635
81
$644K 0.53%
35,820
+22,345
82
$634K 0.52%
+38,515
83
$628K 0.52%
+16,800
84
$602K 0.5%
+19,880
85
$585K 0.48%
18,937
+528
86
$563K 0.47%
+11,280
87
$371K 0.31%
+22,510
88
$224K 0.19%
+5,092
89
$219K 0.18%
2,515
-35
90
– –
-2,136
91
– –
-6,200
92
– –
-1,339
93
– –
-8,150
94
– –
-8,835
95
– –
-6,640
96
– –
-58,076
97
– –
-8,445
98
– –
-7,412
1 2 3
4