MAP

Moody Aldrich Partners Portfolio holdings

AUM $536M
1-Year Est. Return 66.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+66.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$5.38M
3
+$4.41M
4
IBP icon
Installed Building Products
IBP
+$4.09M
5
VERX icon
Vertex
VERX
+$3.6M

Top Sells

1
+$7.95M
2
+$6.62M
3
+$5.94M
4
AUB icon
Atlantic Union Bankshares
AUB
+$5.82M
5
HPP
Hudson Pacific Properties
HPP
+$5.2M

Sector Composition

1 Financials 18.39%
2 Technology 17.19%
3 Industrials 14.39%
4 Consumer Discretionary 13.35%
5 Healthcare 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.04%
737
-209
152
$205K 0.04%
24,011
-6,509
153
$155K 0.03%
+84,000
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4 5 6
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