MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.43M
3
+$4.36M
4
BOOT icon
Boot Barn
BOOT
+$4.23M
5
AROC icon
Archrock
AROC
+$3.97M

Top Sells

1
+$9.59M
2
+$7.55M
3
+$7.33M
4
ALTR
Altair Engineering Inc
ALTR
+$7.19M
5
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$4.87M

Sector Composition

1 Financials 23.65%
2 Healthcare 14.74%
3 Industrials 14.55%
4 Technology 12.45%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$260K 0.05%
1,390
-4
177
$256K 0.05%
+2,037
178
$255K 0.05%
+2,570
179
$250K 0.05%
+2,514
180
$248K 0.05%
5,693
-23
181
$243K 0.05%
1,324
-42
182
$235K 0.04%
689
-3
183
$234K 0.04%
925
-3
184
$234K 0.04%
+1,718
185
$233K 0.04%
+2,744
186
$232K 0.04%
3,725
187
$227K 0.04%
8,348
-37
188
$223K 0.04%
+625
189
$219K 0.04%
1,900
190
$219K 0.04%
4,152
191
$218K 0.04%
700
-3
192
$214K 0.04%
1,660
+74
193
$211K 0.04%
423
194
$210K 0.04%
399
-72
195
$203K 0.04%
+1,677
196
$199K 0.04%
11,068
-9,000
197
– –
-26,874
198
– –
-21,509
199
– –
-6,737
200
– –
-100,340
5 6 7
8
9