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
$327M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$767K
2
+$722K
3
+$542K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$431K
5
BND icon
Vanguard Total Bond Market
BND
+$416K

Top Sells

1
+$638K
2
+$111K
3
+$91K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$66.6K
5
XEL icon
Xcel Energy
XEL
+$66.4K

Sector Composition

1 Technology 15.94%
2 Financials 14.01%
3 Healthcare 10.94%
4 Industrials 8.45%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$318K 0.1%
2,000
77
$269K 0.08%
3,786
-40
78
$264K 0.08%
3,271
-22
79
$211K 0.06%
4,456
-199
80
$101K 0.03%
113
1 2 3
4