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
$292M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$1.5M
2 +$907K
3 +$806K
4
JPM icon
JPMorgan Chase
JPM
+$551K
5
DVY icon
iShares Select Dividend ETF
DVY
+$356K

Sector Composition

1 Financials 15.45%
2 Technology 14.7%
3 Healthcare 10.14%
4 Consumer Staples 8.21%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$239K 0.08%
2,881
-434
77
$220K 0.08%
+4,776
78
$204K 0.07%
+2,000
79
$89K 0.03%
+113
80
-7,027