MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.85M
3
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$569K 0.11%
10,100
+5,300
127
$561K 0.11%
+27,269
128
$519K 0.1%
2,040
+203
129
$517K 0.1%
882
-4
130
$512K 0.1%
643
-107
131
$490K 0.09%
1,929
-8
132
$489K 0.09%
1,733
+457
133
$470K 0.09%
1,706
-6
134
$453K 0.09%
1,954
-626
135
$430K 0.08%
58,336
136
$401K 0.08%
2,175
-7
137
$391K 0.07%
2,956
+70
138
$380K 0.07%
775
-186
139
$370K 0.07%
3,226
+645
140
$357K 0.07%
2,467
141
$355K 0.07%
2,476
-9
142
$354K 0.07%
+1,729
143
$347K 0.07%
+6,872
144
$334K 0.06%
989
-3
145
$327K 0.06%
1,912
-1,119
146
$316K 0.06%
1,572
147
$307K 0.06%
1,323
-640
148
$305K 0.06%
1,244
-5
149
$297K 0.06%
3,190
-13
150
$295K 0.06%
3,523
-14
4 5
6
7 8