MAP

Moody Aldrich Partners Portfolio holdings

AUM $527M
1-Year Est. Return 46.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$513M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.78M
3
+$6.49M
4
TDW icon
Tidewater
TDW
+$6.46M
5
COCO icon
Vita Coco
COCO
+$5.59M

Top Sells

1
+$10.1M
2
+$9.41M
3
+$8.47M
4
STAG icon
STAG Industrial
STAG
+$6.59M
5
PR icon
Permian Resources
PR
+$6.56M

Sector Composition

1 Healthcare 17.37%
2 Industrials 16.17%
3 Financials 14.84%
4 Consumer Discretionary 13.64%
5 Technology 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-113,170
202
– –
-21,571
203
– –
-371,579
204
– –
-6,875
205
– –
-8,098
206
– –
-54,600
207
– –
-3,335
208
– –
-2,000
209
– –
-2,138
210
– –
-307,318
211
– –
-3,202
212
– –
-6,431
213
– –
-30,547
214
– –
-2,901
215
– –
-7,049
216
– –
-40,369
217
– –
-957
218
– –
-14,687
219
– –
-122,345
220
– –
-1,056
221
– –
-1,651
222
– –
-2,149
223
– –
-528
224
– –
-6,059
225
– –
-5,858
6 7 8
9
10