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
$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
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-3,391
156
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-16,688
157
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158
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-3,531
159
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160
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-19,994
161
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162
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-38,064
163
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-35,901
164
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-17,489
165
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-25,683
166
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167
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-35,985
168
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169
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170
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-137,624
171
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172
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-74,287
173
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174
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175
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-1,500
4 5 6
7
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