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
$588M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.65M
3
+$4.41M
4
APPF icon
AppFolio
APPF
+$4.23M
5
ASO icon
Academy Sports + Outdoors
ASO
+$3.77M

Top Sells

1
+$7.18M
2
+$6.17M
3
+$6.14M
4
ABG icon
Asbury Automotive
ABG
+$5.91M
5
ESE icon
ESCO Technologies
ESE
+$4.49M

Sector Composition

1 Healthcare 17.82%
2 Industrials 15.14%
3 Consumer Discretionary 13.61%
4 Financials 13.51%
5 Technology 13.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$229K 0.04%
809
-5
202
$226K 0.04%
3,725
203
$225K 0.04%
+1,513
204
$218K 0.04%
1,186
-6
205
$218K 0.04%
+2,000
206
$217K 0.04%
+6,000
207
$215K 0.04%
+506
208
$211K 0.04%
1,755
+60
209
$211K 0.04%
+1,207
210
$210K 0.04%
1,900
211
$210K 0.04%
782
+10
212
$209K 0.04%
+1,405
213
$206K 0.04%
+452
214
$202K 0.03%
+1,651
215
$200K 0.03%
+615
216
– –
-1,308
217
– –
-261,415
218
– –
-38,559
219
– –
-26,267
220
– –
-3,941
221
– –
-8,837
222
– –
-39,100
223
– –
-65,081
224
– –
-38,376
225
– –
-83,226
6 7 8
9
10