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
$391M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.51M
3
+$3.9M
4
EXPO icon
Exponent
EXPO
+$3.66M
5
FIVN icon
FIVE9
FIVN
+$3.55M

Top Sells

1
+$8.94M
2
+$4.49M
3
+$4.33M
4
HUBS icon
HubSpot
HUBS
+$4.07M
5
INXN
Interxion Holding N.V.
INXN
+$3.54M

Sector Composition

1 Industrials 15.2%
2 Financials 13.76%
3 Technology 13.4%
4 Healthcare 13.37%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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-27,969
129
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-18,232
130
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-5,567
131
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-61,058
132
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-179,281
133
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-47,625
134
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-36,980
135
– –
-86,938
136
– –
-78,305
2 3 4 5
6