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
$501M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$213K
3
+$200K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$196K
5
ITW icon
Illinois Tool Works
ITW
+$113K

Top Sells

1
+$1.7M
2
+$1.4M
3
+$1.33M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$807K

Sector Composition

1 Technology 16.28%
2 Financials 14.25%
3 Healthcare 13.21%
4 Industrials 10.24%
5 Consumer Staples 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.74%
36,322
+262
52
$3.57M 0.71%
20,131
53
$3.49M 0.7%
79,540
+240
54
$3.23M 0.64%
88,481
-1,565
55
$3M 0.6%
82,375
+61
56
$1.87M 0.37%
5,245
+550
57
$1.64M 0.33%
10,009
-110
58
$1.54M 0.31%
16,563
+819
59
$1.36M 0.27%
22,366
60
$1.19M 0.24%
7,190
-95
61
$1.17M 0.23%
12,160
62
$1.1M 0.22%
17,666
-80
63
$939K 0.19%
66,495
+495
64
$830K 0.17%
9,285
-21
65
$596K 0.12%
3,649
66
$594K 0.12%
5,544
+9
67
$557K 0.11%
4,690
68
$533K 0.11%
12,000
69
$441K 0.09%
3,921
-237
70
$405K 0.08%
38,500
71
$374K 0.07%
16,887
+81
72
$373K 0.07%
5,821
73
$358K 0.07%
6,394
74
$335K 0.07%
1,200
75
$333K 0.07%
14,706
+78
1 2
3
4