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
51
$5.04M 0.69%
101,003
+300
52
$4.47M 0.61%
89,001
-288
53
$4.13M 0.57%
98,917
+606
54
$4.02M 0.55%
18,671
55
$3.91M 0.54%
7,471
-109
56
$3.39M 0.47%
36,039
57
$3.29M 0.45%
40,078
+822
58
$2.38M 0.33%
9,909
59
$2.32M 0.32%
15,251
-365
60
$1.97M 0.27%
9,386
-80
61
$1.87M 0.26%
42,949
62
$1.46M 0.2%
17,382
-40
63
$1.2M 0.17%
58,233
-141
64
$987K 0.14%
25,588
-160
65
$910K 0.13%
2,642
+283
66
$854K 0.12%
4,100
67
$754K 0.1%
9,442
-125
68
$695K 0.1%
12,000
69
$685K 0.09%
5,560
-1,751
70
$653K 0.09%
4,127
-135
71
$621K 0.09%
2,063
+3
72
$538K 0.07%
5,374
73
$469K 0.06%
1,200
74
$402K 0.06%
14,955
-12
75
$385K 0.05%
7,615
-17,183
1 2
3
4