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
$540M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.43M
3
+$4.36M
4
BOOT icon
Boot Barn
BOOT
+$4.23M
5
AROC icon
Archrock
AROC
+$3.97M

Top Sells

1
+$9.59M
2
+$7.55M
3
+$7.33M
4
ALTR
Altair Engineering Inc
ALTR
+$7.19M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$596K 0.11%
2,415
-11
127
$566K 0.1%
2,360
-281
128
$544K 0.1%
3,157
129
$533K 0.1%
3,000
+92
130
$520K 0.1%
2,560
-8
131
$510K 0.09%
2,741
-12
132
$480K 0.09%
5,552
-24
133
$471K 0.09%
2,487
-411
134
$470K 0.09%
2,138
-32
135
$459K 0.09%
990
-5
136
$452K 0.08%
7,400
137
$447K 0.08%
4,089
-13
138
$444K 0.08%
5,661
-28
139
$432K 0.08%
754
-122
140
$396K 0.07%
513
-132
141
$394K 0.07%
928
-2
142
$384K 0.07%
9,171
143
$374K 0.07%
1,652
-410
144
$371K 0.07%
39,400
145
$356K 0.07%
2,029
-9
146
$351K 0.07%
2,919
-306
147
$350K 0.06%
2,304
-322
148
$348K 0.06%
13,136
-26
149
$339K 0.06%
+9,421
150
$339K 0.06%
3,772
-16
4 5
6
7 8