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
$58.4M
AUM Growth
-$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$657K
2
+$626K
3
+$616K
4
BKH icon
Black Hills Corp
BKH
+$496K
5
SUM
Summit Materials, Inc. Class A Common Stock
SUM
+$476K

Top Sells

1
+$3.33M
2
+$2.91M
3
+$2.57M
4
SLAB icon
Silicon Laboratories
SLAB
+$2.56M
5
INDB icon
Independent Bank
INDB
+$2.48M

Sector Composition

1 Financials 18.87%
2 Technology 17.63%
3 Industrials 14.08%
4 Consumer Discretionary 13.9%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.59%
5,515
-10,830
77
$322K 0.55%
22,455
-44,135
78
$308K 0.53%
21,930
-43,117
79
$302K 0.52%
3,945
-12,280
80
$285K 0.49%
4,985
-9,805
81
$272K 0.47%
15,550
-30,550
82
$267K 0.46%
21,255
-41,785
83
$259K 0.44%
5,310
-20,595
84
$256K 0.44%
6,595
-10,965
85
$245K 0.42%
+4,040
86
$242K 0.41%
4,530
-17,455
87
$238K 0.41%
1,277
-427
88
$218K 0.37%
6,125
-12,145
89
$200K 0.34%
2,170
-130
90
– –
-40,945
91
– –
-4,569
92
– –
-41,825
93
– –
-32,715
94
– –
-5,870
95
– –
-2,260
96
– –
-9,665
97
– –
-22,420
98
– –
-48,355
1 2 3
4