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
$718M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.03M
3
+$4.69M
4
AZEK
The AZEK Co
AZEK
+$3.94M
5
EXE
Expand Energy Corp
EXE
+$3.8M

Top Sells

1
+$9.21M
2
+$7.95M
3
+$6.26M
4
WD icon
Walker & Dunlop
WD
+$6.1M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$5.34M

Sector Composition

1 Financials 21.82%
2 Technology 18.76%
3 Industrials 16.11%
4 Consumer Discretionary 11.91%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$448K 0.06%
1,423
-19
127
$438K 0.06%
4,065
-54
128
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1,880
-23
129
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130
$384K 0.05%
3,235
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131
$382K 0.05%
10,296
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$378K 0.05%
2,109
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133
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134
$371K 0.05%
1,452
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135
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+2,038
136
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674
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137
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3,496
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138
$313K 0.04%
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139
$303K 0.04%
1,019
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140
$281K 0.04%
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141
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142
$264K 0.04%
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143
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4,525
144
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145
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2,160
146
$241K 0.03%
48,878
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147
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1,143
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148
$232K 0.03%
559
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149
$232K 0.03%
4,580
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150
$232K 0.03%
2,226
-29
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