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
$515M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.37M
3
+$4.28M
4
SIBN icon
SI-BONE Inc
SIBN
+$4.02M
5
COLB icon
Columbia Banking Systems
COLB
+$3.9M

Top Sells

1
+$6.83M
2
+$6.24M
3
+$5.37M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$5M

Sector Composition

1 Industrials 17.03%
2 Healthcare 16.2%
3 Technology 15.93%
4 Financials 12.61%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.66M 0.32%
12,722
102
$1.63M 0.32%
13,923
103
$1.61M 0.31%
93,925
+33,247
104
$1.54M 0.3%
+30,872
105
$1.37M 0.27%
79,873
-64,980
106
$1.37M 0.27%
57,451
-41,975
107
$1.33M 0.26%
11,901
108
$1.32M 0.26%
+145,442
109
$1.26M 0.25%
+22,055
110
$1.26M 0.25%
+115,340
111
$1.23M 0.24%
+24,665
112
$1.21M 0.24%
+11,695
113
$1.2M 0.23%
36,497
-53
114
$1.16M 0.22%
+41,860
115
$1.13M 0.22%
+120,815
116
$643K 0.12%
7,308
-378
117
$486K 0.09%
2,160
-109
118
$436K 0.08%
8,251
+3,357
119
$421K 0.08%
1,024
-52
120
$420K 0.08%
3,874
-196
121
$402K 0.08%
1,073
+196
122
$377K 0.07%
6,315
-316
123
$375K 0.07%
3,057
-152
124
$370K 0.07%
7,079
-356
125
$363K 0.07%
1,995
-98
3 4
5
6 7