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
$515M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.37M
3
+$4.28M
4
SIBN icon
SI-BONE Inc
SIBN
+$4.02M
5
COLB icon
Columbia Banking Systems
COLB
+$3.9M

Top Sells

1
+$6.83M
2
+$6.24M
3
+$5.37M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
SOVO
Sovos Brands, Inc. Common Stock
SOVO
+$5M

Sector Composition

1 Industrials 17.03%
2 Healthcare 16.2%
3 Technology 15.93%
4 Financials 12.61%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.04%
+3,226
152
$200K 0.04%
702
-19,345
153
– –
-105,361
154
– –
-35,199
155
– –
-6,726
156
– –
-50,408
157
– –
-21,786
158
– –
-36,841
159
– –
-31,751
160
– –
-277,346
161
– –
-4,057
162
– –
-35,341
163
– –
-47,165
164
– –
-6,726
165
– –
-71,846
166
– –
-117,326
167
– –
-23,806
168
– –
-24,412
169
– –
-1,861
170
– –
-33,378
171
– –
-93,725
172
– –
-66,840
173
– –
-89,969
174
– –
-12,903
175
– –
-4,182
4 5 6
7
8