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
$711M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.1M
3
+$8.53M
4
ESTE
Earthstone Energy Inc. Class A Common Stock
ESTE
+$7.81M
5
AZEK
The AZEK Co
AZEK
+$7.11M

Top Sells

1
+$9.43M
2
+$7.69M
3
+$6.04M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$5.94M
5
BAND
Bandwidth Inc
BAND
+$5.65M

Sector Composition

1 Financials 22.45%
2 Technology 16.15%
3 Industrials 15.58%
4 Consumer Discretionary 10.03%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,580
177
– –
-113,564
178
– –
-30,986
179
– –
-1,166
180
– –
-51,871
4 5 6 7
8