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
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.85M
3
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.88M 0.36%
14,366
-2,908
102
$1.88M 0.36%
+21,970
103
$1.86M 0.35%
30,211
+1,142
104
$1.8M 0.34%
18,575
-3,752
105
$1.7M 0.32%
43,291
-29,975
106
$1.67M 0.32%
55,615
-11,304
107
$1.64M 0.31%
28,910
-5,887
108
$1.6M 0.3%
74,113
-15,051
109
$1.53M 0.29%
49,882
-10,212
110
$1.35M 0.26%
82,941
-16,907
111
$1.21M 0.23%
+177,730
112
$1.1M 0.21%
59,454
-12,121
113
$928K 0.18%
5,721
114
$805K 0.15%
4,317
-1,022
115
$799K 0.15%
5,551
+132
116
$720K 0.14%
2,283
-310
117
$716K 0.14%
18,012
-3,620
118
$700K 0.13%
11,949
-937
119
$692K 0.13%
907
+514
120
$691K 0.13%
1,333
121
$680K 0.13%
8,061
+1,724
122
$638K 0.12%
865
-4
123
$636K 0.12%
2,895
-18
124
$629K 0.12%
6,106
125
$597K 0.11%
5,612
-23
3 4
5
6 7