AC

Alley Company Portfolio holdings

AUM $631M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$3.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.19M
3
+$1.72M
4
ACN icon
Accenture
ACN
+$1.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$962K

Top Sells

1
+$4.4M
2
+$2.34M
3
+$1.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$672K

Sector Composition

1 Financials 12.41%
2 Healthcare 12.17%
3 Technology 10.36%
4 Consumer Staples 10.16%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.11%
4,079
+35
77
$17K 0.01%
890
78
– –
-20,864
79
– –
-24,297
80
– –
-33,355
1 2 3
4