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
$718M
AUM Growth
-$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$6.47M
2 +$4.83M
3 +$4.53M
4
EXE
Expand Energy Corp
EXE
+$3.73M
5
AZEK
The AZEK Co
AZEK
+$3.39M

Top Sells

1 +$9.11M
2 +$7.95M
3 +$5.64M
4
SLAB icon
Silicon Laboratories
SLAB
+$5.59M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$5.57M

Sector Composition

1 Financials 21.82%
2 Technology 18.4%
3 Industrials 16.47%
4 Consumer Discretionary 11.91%
5 Healthcare 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-156,041
177
-179,891