MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.36M
3
+$2.12M
4
OZK icon
Bank OZK
OZK
+$2.09M
5
KMT icon
Kennametal
KMT
+$1.84M

Top Sells

1
+$1.74M
2
+$1.58M
3
+$1.51M
4
GMED icon
Globus Medical
GMED
+$1.43M
5
YDKN
Yadkin Financial Corporation
YDKN
+$1.41M

Sector Composition

1 Financials 21.39%
2 Technology 18.26%
3 Consumer Discretionary 14.27%
4 Industrials 14.15%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-21,685
102
– –
-7,710
103
– –
-29,620
104
– –
-45,640
105
– –
-14,730
106
– –
-51,295
107
– –
-53,735
108
– –
-24,870
109
– –
-26,590
110
– –
-37,635
111
– –
-11,105
112
– –
-20,085
113
– –
-19,255
1 2 3 4
5