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
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.85M
3
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$281K 0.05%
+1,931
152
$280K 0.05%
1,924
-996
153
$278K 0.05%
1,166
-5
154
$273K 0.05%
353
+52
155
$269K 0.05%
1,373
-5
156
$260K 0.05%
+2,367
157
$260K 0.05%
3,492
-14
158
$259K 0.05%
1,215
-5
159
$257K 0.05%
14,436
-58
160
$255K 0.05%
+23,600
161
$254K 0.05%
1,280
-5
162
$253K 0.05%
+1,344
163
$252K 0.05%
+1,134
164
$250K 0.05%
2,423
-9
165
$250K 0.05%
6,632
-26
166
$249K 0.05%
1,039
167
$246K 0.05%
2,050
+20
168
$240K 0.05%
3,174
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169
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+7,428
170
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+2,860
171
$235K 0.04%
+1,144
172
$234K 0.04%
+284
173
$225K 0.04%
+4,958
174
$224K 0.04%
859
-4
175
$221K 0.04%
+3,840
5 6
7
8 9