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
$718M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$5.03M
3
+$4.69M
4
AZEK
The AZEK Co
AZEK
+$3.94M
5
EXE
Expand Energy Corp
EXE
+$3.8M

Top Sells

1
+$9.21M
2
+$7.95M
3
+$6.26M
4
WD icon
Walker & Dunlop
WD
+$6.1M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$5.34M

Sector Composition

1 Financials 21.82%
2 Technology 18.76%
3 Industrials 16.11%
4 Consumer Discretionary 11.91%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.03%
1,770
-24
152
$226K 0.03%
1,613
-22
153
$209K 0.03%
+2,071
154
$208K 0.03%
476
-7
155
$206K 0.03%
+1,152
156
$200K 0.03%
1,094
-454
157
$163K 0.02%
167,880
-56,633
158
$117K 0.02%
+12,287
159
– –
-9,565
160
– –
-32,452
161
– –
-59,053
162
– –
-125,497
163
– –
-50,896
164
– –
-526
165
– –
-53,631
166
– –
-22,952
167
– –
-5,000
168
– –
-60,534
169
– –
-71,453
170
– –
-72,501
171
– –
-56,489
172
– –
-9,177
173
– –
-4,882
174
– –
-33,663
175
– –
-2,379
4 5 6
7
8