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
$1.38B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$544K
3 +$483K
4
UNP icon
Union Pacific
UNP
+$440K
5
PEP icon
PepsiCo
PEP
+$438K

Top Sells

1 +$1.64M
2 +$727K
3 +$241K
4
VUG icon
Vanguard Growth ETF
VUG
+$77.9K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$59.6K

Sector Composition

1 Technology 18.55%
2 Financials 14.03%
3 Healthcare 13.18%
4 Consumer Staples 11.33%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.02%
1,043
77
$215K 0.02%
+4,658
78
$204K 0.01%
+654
79
$201K 0.01%
5,616