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
$97.2M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.19M
3
+$1.17M
4
PRTK
Paratek Pharmaceuticals, Inc.
PRTK
+$1M
5
WTFC icon
Wintrust Financial
WTFC
+$913K

Top Sells

1
+$1.55M
2
+$1.11M
3
+$853K
4
POR icon
Portland General Electric
POR
+$842K
5
ISBC
Investors Bancorp, Inc.
ISBC
+$819K

Sector Composition

1 Technology 21.74%
2 Financials 15.72%
3 Healthcare 12.59%
4 Consumer Discretionary 11.89%
5 Industrials 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,290
102
– –
-9,665
103
– –
-14,420
104
– –
-27,440
105
– –
-16,245
106
– –
-5,720
1 2 3 4
5