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
$486M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.27M
3
+$9.16M
4
BRBR icon
BellRing Brands
BRBR
+$6.86M
5
NJR icon
New Jersey Resources
NJR
+$6.12M

Top Sells

1
+$8.53M
2
+$7.81M
3
+$7.41M
4
SLAB icon
Silicon Laboratories
SLAB
+$6.52M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.98M

Sector Composition

1 Financials 18.35%
2 Industrials 16.43%
3 Healthcare 15.01%
4 Technology 14.21%
5 Consumer Discretionary 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$404K 0.08%
1,901
-3
127
$382K 0.08%
2,299
+322
128
$378K 0.08%
12,352
129
$375K 0.08%
2,669
-5
130
$371K 0.08%
2,458
-4
131
$369K 0.08%
1,092
-2
132
$351K 0.07%
5,333
-7
133
$349K 0.07%
6,723
-8
134
$324K 0.07%
+3,186
135
$311K 0.06%
2,295
-3
136
$294K 0.06%
3,540
-5
137
$293K 0.06%
68,432
-19,834
138
$287K 0.06%
1,336
-3
139
$281K 0.06%
1,352
-4
140
$269K 0.06%
2,120
-4
141
$267K 0.06%
+767
142
$266K 0.05%
2,317
-4
143
$263K 0.05%
1,822
-4
144
$259K 0.05%
5,903
-11
145
$249K 0.05%
3,320
+528
146
$244K 0.05%
1,303
-30,645
147
$241K 0.05%
730
-1
148
$218K 0.04%
4,114
-6
149
$204K 0.04%
+1,121
150
– –
-2,927
3 4 5
6
7