MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.35M
3
+$2.21M
4
TRNO icon
Terreno Realty
TRNO
+$2.1M
5
SLAB icon
Silicon Laboratories
SLAB
+$1.87M

Top Sells

1
+$2.21M
2
+$1.57M
3
+$1.43M
4
INVX
Innovex International
INVX
+$1.2M
5
DY icon
Dycom Industries
DY
+$1.15M

Sector Composition

1 Technology 18.22%
2 Healthcare 13.67%
3 Financials 12.56%
4 Industrials 12.46%
5 Consumer Discretionary 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$841K 0.59%
22,920
+3,040
77
$810K 0.56%
24,870
+2,375
78
$793K 0.55%
+22,285
79
$773K 0.54%
+7,710
80
$762K 0.53%
+42,180
81
$756K 0.53%
5,980
-5,235
82
$747K 0.52%
+1,881
83
$747K 0.52%
+20,730
84
$745K 0.52%
+11,105
85
$735K 0.51%
12,600
+1,320
86
$698K 0.49%
+27,225
87
$684K 0.48%
+47,130
88
$676K 0.47%
20,942
+2,005
89
$634K 0.44%
+49,595
90
$608K 0.42%
+19,110
91
$375K 0.26%
8,440
-15,845
92
$321K 0.22%
+4,530
93
$244K 0.17%
4,932
-160
94
$209K 0.15%
2,440
-75
95
– –
-8,615
96
– –
-5,425
97
– –
-58,660
98
– –
-78,450
99
– –
-17,578
100
– –
-32,070
1 2 3
4
5