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
51
$6.16M 0.78%
134,799
+1,078
52
$5.5M 0.7%
103,431
+1,138
53
$4.73M 0.6%
98,863
-634
54
$4.73M 0.6%
89,513
+139
55
$4.26M 0.54%
7,419
+3
56
$3.97M 0.5%
41,244
+477
57
$3.76M 0.48%
36,039
58
$3.55M 0.45%
16,111
-1,150
59
$2.69M 0.34%
12,199
+2,813
60
$2.61M 0.33%
9,909
61
$2.15M 0.27%
42,159
62
$1.98M 0.25%
22,465
+5,083
63
$1.96M 0.25%
11,694
-55
64
$1.3M 0.16%
57,330
-1,155
65
$941K 0.12%
4,167
+67
66
$918K 0.12%
2,392
-209
67
$914K 0.12%
25,588
68
$790K 0.1%
9,442
69
$751K 0.1%
12,000
70
$751K 0.1%
5,563
+22
71
$728K 0.09%
4,495
+171
72
$547K 0.07%
2,000
-3
73
$447K 0.06%
5,374
74
$427K 0.05%
15,144
-33
75
$399K 0.05%
2,806
1 2
3
4