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
$478M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$4.96M
3
+$4.85M
4
REGI
Renewable Energy Group, Inc.
REGI
+$4.48M
5
REAL icon
The RealReal
REAL
+$4.17M

Top Sells

1
+$7.95M
2
+$6.62M
3
+$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
+$5.82M
5
HPP
Hudson Pacific Properties
HPP
+$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.37%
3 Industrials 14.21%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.23%
43,921
-22,978
102
$1.07M 0.22%
32,436
-10,541
103
$1.06M 0.22%
10,380
104
$1.02M 0.21%
27,433
105
$994K 0.21%
21,800
106
$981K 0.21%
14,985
107
$937K 0.2%
1,662
108
$923K 0.19%
42,953
+24,225
109
$862K 0.18%
1,242
+31
110
$861K 0.18%
6,718
111
$853K 0.18%
+45,448
112
$845K 0.18%
+42,315
113
$778K 0.16%
6,989
114
$668K 0.14%
+30,739
115
$654K 0.14%
32,143
116
$642K 0.13%
+8,116
117
$627K 0.13%
8,553
118
$626K 0.13%
+15,400
119
$623K 0.13%
28,961
120
$605K 0.13%
11,455
121
$601K 0.13%
+10,464
122
$576K 0.12%
+35,930
123
$575K 0.12%
+5,082
124
$557K 0.12%
19,460
-10,907
125
$530K 0.11%
2,512
-2,011
3 4
5
6 7