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
$550M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.61M
3
+$4.37M
4
FTDR icon
Frontdoor
FTDR
+$4.35M
5
LNTH icon
Lantheus
LNTH
+$3.99M

Top Sells

1
+$7.62M
2
+$7.17M
3
+$5.99M
4
FTAI icon
FTAI Aviation
FTAI
+$4.62M
5
CHRD icon
Chord Energy
CHRD
+$4.21M

Sector Composition

1 Financials 19.47%
2 Healthcare 18.95%
3 Industrials 14.78%
4 Technology 12.43%
5 Consumer Discretionary 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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