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
$478M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$4.96M
3
+$4.85M
4
REGI
Renewable Energy Group, Inc.
REGI
+$4.48M
5
REAL icon
The RealReal
REAL
+$4.17M

Top Sells

1
+$7.95M
2
+$6.62M
3
+$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
+$5.82M
5
HPP
Hudson Pacific Properties
HPP
+$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.37%
3 Industrials 14.21%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$523K 0.11%
+15,584
127
$509K 0.11%
4,705
128
$454K 0.1%
+12,364
129
$362K 0.08%
7,831
-2,180
130
$339K 0.07%
1,236
-154
131
$312K 0.07%
4,449
-1,238
132
$300K 0.06%
3,503
-982
133
$293K 0.06%
1,185
-330
134
$283K 0.06%
+1,460
135
$281K 0.06%
4,532
-320
136
$268K 0.06%
976
-268
137
$260K 0.05%
1,761
-487
138
$258K 0.05%
+1,843
139
$245K 0.05%
1,018
-285
140
$244K 0.05%
2,552
-704
141
$242K 0.05%
1,260
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142
$237K 0.05%
2,817
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143
$230K 0.05%
1,832
+50
144
$227K 0.05%
3,166
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145
$220K 0.05%
1,238
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146
$216K 0.05%
+1,669
147
$216K 0.05%
+646
148
$213K 0.04%
1,750
-487
149
$213K 0.04%
775
-212
150
$208K 0.04%
3,986
-83,382
4 5
6
7 8