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
$509M
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$8.74M
3
+$6.51M
4
SITM icon
SiTime
SITM
+$6.46M
5
AMBA icon
Ambarella
AMBA
+$4.92M

Top Sells

1
+$20.3M
2
+$18M
3
+$6.93M
4
EVR icon
Evercore
EVR
+$5.37M
5
IBP icon
Installed Building Products
IBP
+$5.02M

Sector Composition

1 Financials 22.17%
2 Technology 18.29%
3 Industrials 14.73%
4 Healthcare 12.35%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$339K 0.07%
4,240
-41
127
$330K 0.06%
2,124
-21
128
$327K 0.06%
3,545
-37
129
$322K 0.06%
5,914
-56
130
$304K 0.06%
2,674
-27
131
$282K 0.06%
1,444
-11
132
$260K 0.05%
1,826
-20
133
$259K 0.05%
4,120
-40
134
$254K 0.05%
2,792
-28
135
$251K 0.05%
1,356
-16
136
$245K 0.05%
2,321
-27
137
$236K 0.05%
4,612
-45
138
$217K 0.04%
2,927
-29
139
$214K 0.04%
1,017
-8
140
$205K 0.04%
4,525
141
$205K 0.04%
731
-5
142
– –
-2,796
143
– –
-282,645
144
– –
-15,211
145
– –
-33,358
146
– –
-1,526
147
– –
-98,724
148
– –
-167,880
149
– –
-23,500
150
– –
-218,591
3 4 5
6
7