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
$506M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.1M
3
+$1.47M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$997K

Top Sells

1
+$3.59M
2
+$2.93M
3
+$833K
4
ACN icon
Accenture
ACN
+$811K
5
AAPL icon
Apple
AAPL
+$639K

Sector Composition

1 Financials 15.58%
2 Technology 15.37%
3 Healthcare 12.33%
4 Consumer Staples 8.96%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.07%
1,410
-100
77
$258K 0.05%
4,026
-345
78
$225K 0.04%
605
79
$224K 0.04%
600
-200
80
$223K 0.04%
1,052
-90
81
$218K 0.04%
4,022
82
$218K 0.04%
1,181
83
$216K 0.04%
1,438
84
$207K 0.04%
+813
1 2 3
4