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
$470M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.02M
3
+$7.01M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$6.32M
5
MZTI
The Marzetti Company
MZTI
+$5.79M

Top Sells

1
+$8.07M
2
+$6.07M
3
+$5.56M
4
CSFL
CenterState Bank Corporation Common Stock
CSFL
+$5.52M
5
MRCY icon
Mercury Systems
MRCY
+$5.46M

Sector Composition

1 Financials 19.01%
2 Technology 15.3%
3 Industrials 15.08%
4 Healthcare 12.49%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.05%
1,385
-81
152
$224K 0.05%
946
-459
153
$219K 0.05%
+2,470
154
$213K 0.05%
3,334
-199
155
$210K 0.04%
+10,068
156
$209K 0.04%
+1,223
157
$205K 0.04%
+1,683
158
$204K 0.04%
+1,332
159
$200K 0.04%
+1,782
160
$87K 0.02%
+30,700
161
– –
-72,188
162
– –
-4,106
163
– –
-30,682
164
– –
-320,501
165
– –
-44,485
166
– –
-17,034
167
– –
-114,918
168
– –
-821
169
– –
-26,408
170
– –
-66,512
171
– –
-19,520
172
– –
-5,831
173
– –
-76,581
174
– –
-64,639
175
– –
-1,944
4 5 6
7
8