AIMC

Alley Investment Management Company Portfolio holdings

AUM $861M
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$727M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$5.66M
3
+$478K
4
BND icon
Vanguard Total Bond Market
BND
+$451K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$395K

Top Sells

1
+$14M
2
+$1.58M
3
+$869K
4
COST icon
Costco
COST
+$681K
5
AAPL icon
Apple
AAPL
+$674K

Sector Composition

1 Technology 18.33%
2 Financials 17.87%
3 Healthcare 13.63%
4 Industrials 9%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.79%
142,495
+1,133
27
$12.3M 1.69%
113,970
+3,191
28
$12.1M 1.67%
33,946
-23
29
$12M 1.65%
68,315
+445
30
$11M 1.51%
44,042
+76
31
$10.5M 1.44%
51,160
+122
32
$10.3M 1.42%
24,519
-188
33
$10.3M 1.41%
160,438
+1,846
34
$10.2M 1.4%
77,570
-445
35
$9.98M 1.37%
61,109
-850
36
$9.88M 1.36%
60,865
-246
37
$9.83M 1.35%
126,403
+4,999
38
$9.75M 1.34%
36,333
+110
39
$9.57M 1.32%
38,263
-66
40
$8.26M 1.14%
10,623
+38
41
$7.95M 1.09%
189,581
+3,365
42
$7.6M 1.05%
15,353
+127
43
$6.3M 0.87%
56,987
+712
44
$6.07M 0.84%
57,340
+98
45
$5.91M 0.81%
132,191
+396
46
$5.75M 0.79%
20,214
-61
47
$5.7M 0.78%
93,798
+593
48
$5.66M 0.78%
+14,437
49
$5.34M 0.73%
55,189
-268
50
$5.22M 0.72%
40,075
+119
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