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
$550M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.61M
3
+$4.37M
4
FTDR icon
Frontdoor
FTDR
+$4.35M
5
LNTH icon
Lantheus
LNTH
+$3.99M

Top Sells

1
+$7.62M
2
+$7.17M
3
+$5.99M
4
FTAI icon
FTAI Aviation
FTAI
+$4.62M
5
CHRD icon
Chord Energy
CHRD
+$4.21M

Sector Composition

1 Financials 19.47%
2 Healthcare 18.95%
3 Industrials 14.78%
4 Technology 12.43%
5 Consumer Discretionary 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$250K 0.05%
+928
177
$250K 0.05%
4,112
-64,253
178
$248K 0.05%
8,385
-8
179
$243K 0.04%
4,152
180
$241K 0.04%
1,159
-1
181
$233K 0.04%
471
-277
182
$232K 0.04%
3,725
183
$228K 0.04%
1,750
-27,422
184
$227K 0.04%
1,520
-3
185
$224K 0.04%
+1,505
186
$222K 0.04%
1,900
187
$220K 0.04%
377
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188
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423
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189
$211K 0.04%
+1,697
190
$206K 0.04%
6,737
-46,003
191
$201K 0.04%
665
-148
192
$196K 0.04%
15,385
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193
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194
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195
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-58,351
196
– –
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197
– –
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198
– –
-17,819
199
– –
-31,700
200
– –
-66,529
5 6 7
8
9