MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.6M
3
+$8.1M
4
LHCG
LHC Group LLC
LHCG
+$7.89M
5
ARVN icon
Arvinas
ARVN
+$7.32M

Top Sells

1
+$19M
2
+$13.7M
3
+$12.2M
4
QTS
QTS REALTY TRUST, INC.
QTS
+$9.55M
5
SITE icon
SiteOne Landscape Supply
SITE
+$8.2M

Sector Composition

1 Financials 21%
2 Technology 20.14%
3 Industrials 16.42%
4 Consumer Discretionary 12.02%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.04%
5,767
-85
152
$302K 0.04%
3,543
-49
153
$291K 0.04%
+2,383
154
$285K 0.04%
1,551
-25
155
$268K 0.04%
2,480
-36
156
$255K 0.04%
683
-10
157
$253K 0.04%
4,644
-68
158
$246K 0.03%
3,048
-43
159
$246K 0.03%
717
-12,217
160
$244K 0.03%
2,160
161
$243K 0.03%
4,525
162
$243K 0.03%
3,193
-50
163
$239K 0.03%
910
-13
164
$228K 0.03%
1,413
-20
165
$223K 0.03%
1,796
-26
166
$221K 0.03%
5,000
167
$217K 0.03%
+2,610
168
$209K 0.03%
2,101
-31
169
$206K 0.03%
568
-8
170
$202K 0.03%
483
-7
171
$148K 0.02%
15,503
172
– –
-153,888
173
– –
-35,800
174
– –
-9,929
175
– –
-63,423
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7
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