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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$6.81M
3
+$6M
4
ICFI icon
ICF International
ICFI
+$5.63M
5
ESPR icon
Esperion Therapeutics
ESPR
+$5.59M

Top Sells

1
+$5.1M
2
+$4.64M
3
+$4.62M
4
SWX icon
Southwest Gas
SWX
+$4.27M
5
DORM icon
Dorman Products
DORM
+$4.22M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$148K 0.03%
13,389
+2,814
152
$101K 0.02%
10,337
-3,528
153
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-368,864
154
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155
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156
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-40,670
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159
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-19,655
160
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162
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-102,136
163
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164
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-9,403
165
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166
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170
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-2,519
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