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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$7.4M
3
+$6.74M
4
COLB icon
Columbia Banking Systems
COLB
+$6.58M
5
RBC icon
RBC Bearings
RBC
+$6.4M

Top Sells

1
+$7.74M
2
+$7.73M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.52%
3 Technology 15.42%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$208K 0.03%
+3,243
177
$207K 0.03%
+1,822
178
$203K 0.03%
+2,132
179
$203K 0.03%
+490
180
$109K 0.02%
15,503
-28,433
181
– –
-33
182
– –
-42,953
183
– –
-78,905
184
– –
-2,536
185
– –
-32,143
186
– –
-1,123
187
– –
-10,380
188
– –
-2,512
189
– –
-23,298
190
– –
-62,245
191
– –
-1,738
192
– –
-26,719
193
– –
-101,161
194
– –
-4,543
195
– –
-344,769
196
– –
-7,600
197
– –
-336,269
198
– –
-49,837
199
– –
-161,251
200
– –
-83,284
5 6 7
8
9