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
$487M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$6.81M
3
+$6M
4
ICFI icon
ICF International
ICFI
+$5.63M
5
ESPR icon
Esperion Therapeutics
ESPR
+$5.59M

Top Sells

1
+$5.1M
2
+$4.64M
3
+$4.62M
4
SWX icon
Southwest Gas
SWX
+$4.27M
5
DORM icon
Dorman Products
DORM
+$4.22M

Sector Composition

1 Industrials 14.37%
2 Healthcare 14.2%
3 Technology 14.06%
4 Financials 13.48%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.9M 9.43%
+579,000
2
$9.82M 2.02%
208,660
+38,665
3
$8.98M 1.85%
107,908
+3,291
4
$8.16M 1.68%
364,952
+3,309
5
$8.07M 1.66%
198,432
+18,435
6
$7.9M 1.62%
316,353
+93,966
7
$7.89M 1.62%
82,313
-9,496
8
$7.89M 1.62%
145,673
-46,432
9
$7.75M 1.59%
76,261
+666
10
$7.75M 1.59%
112,233
+27,713
11
$7.64M 1.57%
201,021
+20,393
12
$7.41M 1.52%
+124,231
13
$7.31M 1.5%
154,191
+2,814
14
$7.25M 1.49%
+29,088
15
$7.09M 1.46%
97,568
+14,697
16
$7.04M 1.45%
48,771
-27,023
17
$6.94M 1.43%
133,404
+35,065
18
$6.61M 1.36%
144,831
-110,324
19
$6.43M 1.32%
62,189
-10,896
20
$6.13M 1.26%
47,578
+21,780
21
$6.04M 1.24%
+137,314
22
$5.99M 1.23%
+65,406
23
$5.99M 1.23%
51,654
+9,159
24
$5.98M 1.23%
173,857
+2,430
25
$5.95M 1.22%
65,633
+580
1
2 3 4 5