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
$220M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$392K
2 +$341K
3 +$329K
4
ACN icon
Accenture
ACN
+$315K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$298K

Top Sells

1 +$800K
2 +$269K
3 +$97.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$48K
5
ED icon
Consolidated Edison
ED
+$24.1K

Sector Composition

1 Financials 12.17%
2 Healthcare 12.16%
3 Consumer Staples 10.39%
4 Technology 10.08%
5 Communication Services 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$216K 0.1%
+3,178
77
$15K 0.01%
890
78
-6,257