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
$788M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.3M
3
+$10.3M
4
ABG icon
Asbury Automotive
ABG
+$8.63M
5
AZEK
The AZEK Co
AZEK
+$7.1M

Top Sells

1
+$7.06M
2
+$4.73M
3
+$4.66M
4
WTFC icon
Wintrust Financial
WTFC
+$4.35M
5
TPIC
TPI Composites
TPIC
+$4.21M

Sector Composition

1 Technology 20.6%
2 Financials 20.22%
3 Industrials 16.3%
4 Consumer Discretionary 11.17%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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191
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4 5 6 7
8