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
$790M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$2.03M
3
+$1.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.32M

Top Sells

1
+$6.13M
2
+$5.28M
3
+$1.84M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$287K
5
CME icon
CME Group
CME
+$254K

Sector Composition

1 Technology 18.76%
2 Financials 18.1%
3 Healthcare 13.27%
4 Industrials 8.26%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 1.74%
126,515
+5,323
27
$13.2M 1.67%
116,401
-16,202
28
$12.2M 1.55%
33,878
-222
29
$12.2M 1.55%
43,963
-42
30
$12M 1.52%
19,382
-40
31
$11.4M 1.44%
24,737
+95
32
$11.4M 1.44%
12,812
+2,126
33
$11.1M 1.41%
138,527
+5,912
34
$11.1M 1.4%
51,513
+107
35
$10.9M 1.37%
77,381
-516
36
$10.7M 1.35%
61,525
+178
37
$9.62M 1.22%
36,725
+157
38
$9.02M 1.14%
15,420
-22
39
$8.73M 1.11%
194,446
+2,558
40
$8.3M 1.05%
70,929
+13,334
41
$7.93M 1%
127,204
+32,646
42
$7.56M 0.96%
23,478
+382
43
$7.23M 0.92%
24,941
-21,168
44
$7.13M 0.9%
15,849
+30
45
$7.02M 0.89%
57,795
-92
46
$6.95M 0.88%
52,893
+898
47
$6.85M 0.87%
57,719
+257
48
$6.46M 0.82%
56,063
+358
49
$6.43M 0.81%
37,830
-31,033
50
$6.41M 0.81%
50,757
+1,205
1
2
3 4