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

Top Buys

1
+$6.67M
2
+$5.04M
3
+$4.84M
4
VKTX icon
Viking Therapeutics
VKTX
+$4.57M
5
FN icon
Fabrinet
FN
+$4.15M

Top Sells

1
+$8.47M
2
+$7.18M
3
+$6.17M
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
– –
-26,267
217
– –
-1,308
218
– –
-38,559
219
– –
-3,941
220
– –
-8,837
221
– –
-39,100
222
– –
-65,081
223
– –
-38,376
224
– –
-83,226
225
– –
-190,788
6 7 8
9
10