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
$331M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.54M
3
+$2.68M
4
KBH icon
KB Home
KBH
+$2.68M
5
ESNT icon
Essent Group
ESNT
+$2.59M

Top Sells

1
+$45.9M
2
+$5.04M
3
+$4.29M
4
GTLS icon
Chart Industries
GTLS
+$4.2M
5
PFS icon
Provident Financial Services
PFS
+$3.94M

Sector Composition

1 Industrials 17.05%
2 Healthcare 16.63%
3 Technology 15.75%
4 Financials 14.08%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.07%
7,881
-15
127
$235K 0.07%
1,405
-1
128
$231K 0.07%
1,650
-7
129
$230K 0.07%
1,705
-8
130
$202K 0.06%
3,533
-7
131
$201K 0.06%
1,466
-6
132
– –
-37,639
133
– –
-159,970
134
– –
-897
135
– –
-579,000
136
– –
-34,168
137
– –
-5,251
138
– –
-66,223
139
– –
-18,522
140
– –
-1,647
141
– –
-71,440
142
– –
-2,192
143
– –
-10,684
144
– –
-27,994
145
– –
-6,507
146
– –
-13,389
147
– –
-6,833
148
– –
-12,371
149
– –
-62,205
150
– –
-2,958
3 4 5
6
7