MAP

Moody Aldrich Partners Portfolio holdings

AUM $555M
1-Year Est. Return 88.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+88.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$3.85M
3
+$3.76M
4
OVV icon
Ovintiv
OVV
+$3.46M
5
CYTK icon
Cytokinetics
CYTK
+$3.4M

Top Sells

1
+$8.21M
2
+$7.84M
3
+$5.8M
4
VRNA
Verona Pharma
VRNA
+$4.66M
5
SRAD icon
Sportradar
SRAD
+$4.34M

Sector Composition

1 Financials 19.09%
2 Healthcare 15.75%
3 Technology 15.58%
4 Industrials 14.43%
5 Consumer Discretionary 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$220K 0.04%
442
-1
177
$220K 0.04%
+3,947
178
$219K 0.04%
+1,772
179
$216K 0.04%
4,152
180
$216K 0.04%
2,210
181
$215K 0.04%
1,363
-6
182
$213K 0.04%
874
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183
$212K 0.04%
1,425
-6
184
$211K 0.04%
2,030
-8
185
$210K 0.04%
560
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186
$208K 0.04%
1,945
-8
187
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+435
188
$207K 0.04%
+2,438
189
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190
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191
– –
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192
– –
-49,979
193
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-157,614
194
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-1,343
195
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-140,716
196
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-27,227
197
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-35,228
198
– –
-4,008
199
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-798
200
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5 6 7
8
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