We are live on ! Find out more
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
201
– –
-2,584
202
– –
-5,997
203
– –
-27,684
204
– –
-2,310
205
– –
-4,814
206
– –
-1,706
207
– –
-70,752
208
– –
-23,004
209
– –
-33,250
210
– –
-1,787
211
– –
-33,384
212
– –
-149,699
213
– –
-698
214
– –
-779
215
– –
-20,455
216
– –
-24,465
217
– –
-34,451
218
– –
-58,351
5 6 7 8
9