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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
$495M
AUM Growth
+$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$6.42M
3
+$5.43M
4
SWX icon
Southwest Gas
SWX
+$4.65M
5
SPSC icon
SPS Commerce
SPSC
+$4.5M

Top Sells

1
+$9.28M
2
+$5.93M
3
+$4.99M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$4.82M
5
GFF icon
Griffon
GFF
+$4.22M

Sector Composition

1 Industrials 18.43%
2 Healthcare 14.02%
3 Technology 12.83%
4 Financials 12%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.04%
5,487
152
$202K 0.04%
+2,284
153
$202K 0.04%
+1,861
154
$99.3K 0.02%
23,806
-21,137
155
– –
-3,391
156
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-3,531
157
– –
-114,173
158
– –
-19,994
159
– –
-13,146
160
– –
-38,064
161
– –
-35,901
162
– –
-17,489
163
– –
-25,683
164
– –
-192,764
165
– –
-35,985
166
– –
-289,084
167
– –
-2,478
168
– –
-137,624
169
– –
-117,879
170
– –
-74,287
171
– –
-4,525
172
– –
-2,160
173
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-16,688
174
– –
-11,438
175
– –
-1,500
4 5 6
7
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