MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.6M
3
+$8.1M
4
LHCG
LHC Group LLC
LHCG
+$7.89M
5
ARVN icon
Arvinas
ARVN
+$7.32M

Top Sells

1
+$19M
2
+$13.7M
3
+$12.2M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$9.55M
5
SITE icon
SiteOne Landscape Supply
SITE
+$8.2M

Sector Composition

1 Financials 21%
2 Technology 20.14%
3 Industrials 16.42%
4 Consumer Discretionary 12.02%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$633K 0.09%
9,882
-95,694
127
$597K 0.08%
5,300
-80
128
$541K 0.08%
224,513
+54,651
129
$535K 0.08%
8,244
-293,126
130
$500K 0.07%
2,560
-40
131
$471K 0.07%
2,957
-41,545
132
$466K 0.07%
1,017
-15
133
$431K 0.06%
2,350
-34
134
$422K 0.06%
5,886
-85
135
$419K 0.06%
9,452
136
$411K 0.06%
2,057
-30
137
$383K 0.05%
4,123
-2,729
138
$378K 0.05%
3,703
-50
139
$369K 0.05%
633
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140
$368K 0.05%
1,444
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141
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3,284
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142
$346K 0.05%
3,051
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143
$346K 0.05%
1,904
-28
144
$341K 0.05%
10,440
-152
145
$338K 0.05%
2,139
-31
146
$338K 0.05%
2,750
-40
147
$333K 0.05%
27,945
-400
148
$326K 0.05%
2,257
-32
149
$324K 0.05%
1,474
-21
150
$317K 0.04%
1,636
-23
4 5
6
7 8