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
$693M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$7.4M
3
+$6.74M
4
COLB icon
Columbia Banking Systems
COLB
+$6.58M
5
RBC icon
RBC Bearings
RBC
+$6.4M

Top Sells

1
+$7.74M
2
+$7.73M
3
+$6.42M
4
HELE icon
Helen of Troy
HELE
+$5.94M
5
MRTN icon
Marten Transport
MRTN
+$5.79M

Sector Composition

1 Financials 24.54%
2 Industrials 18.52%
3 Technology 15.42%
4 Consumer Discretionary 13.14%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-157,607
202
– –
-660
203
– –
-3,435
204
– –
-4,705
205
– –
-66,243
206
– –
-99,800
207
– –
-49,895
208
– –
-4,421
5 6 7 8
9