MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.7%
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
+$5.16M
2
+$4.95M
3
+$4.92M
4
ONTO icon
Onto Innovation
ONTO
+$4.56M
5
RMBS icon
Rambus
RMBS
+$4.5M

Top Sells

1
+$6.24M
2
+$6.22M
3
+$5.52M
4
RBC icon
RBC Bearings
RBC
+$5.11M
5
FIX icon
Comfort Systems
FIX
+$5.11M

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%
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