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
$540M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.43M
3
+$4.36M
4
BOOT icon
Boot Barn
BOOT
+$4.23M
5
AROC icon
Archrock
AROC
+$3.97M

Top Sells

1
+$9.59M
2
+$7.55M
3
+$7.33M
4
ALTR
Altair Engineering Inc
ALTR
+$7.19M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.72M 0.32%
27,740
-15,571
102
$1.69M 0.31%
+13,818
103
$1.57M 0.29%
+13,904
104
$1.52M 0.28%
30,600
105
$1.48M 0.27%
14,950
-906
106
$1.34M 0.25%
20,455
-6,003
107
$1.33M 0.25%
+29,614
108
$1.29M 0.24%
15,004
-5,657
109
$1.25M 0.23%
143,587
+42,712
110
$1.23M 0.23%
+74,773
111
$1.22M 0.23%
28,995
-1,576
112
$1.2M 0.22%
+27,786
113
$1.13M 0.21%
+58,688
114
$1.11M 0.2%
+5,006
115
$819K 0.15%
10,683
-16,122
116
$763K 0.14%
7,964
-36
117
$750K 0.14%
1,779
-307
118
$725K 0.13%
5,397
-1,107
119
$692K 0.13%
2,497
-11
120
$652K 0.12%
2,973
-657
121
$646K 0.12%
6,093
-27
122
$639K 0.12%
2,776
-12
123
$600K 0.11%
5,387
-1,448
124
$600K 0.11%
88,355
-26,308
125
$596K 0.11%
6,126
+976
3 4
5
6 7