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
$791M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.2M
3
+$711K
4
CVX icon
Chevron
CVX
+$647K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$606K

Top Sells

1
+$5.49M
2
+$1.71M
3
+$1.14M
4
ENV
ENVESTNET, INC.
ENV
+$751K
5
XOM icon
Exxon Mobil
XOM
+$211K

Sector Composition

1 Financials 20.02%
2 Technology 19.21%
3 Healthcare 11.99%
4 Consumer Staples 7.55%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.44M 0.69%
+254,581
52
$5.27M 0.67%
58,030
+311
53
$4.49M 0.57%
35,706
-333
54
$4.36M 0.55%
99,045
+182
55
$4.36M 0.55%
7,441
+22
56
$4.29M 0.54%
89,767
+254
57
$4M 0.51%
42,485
+1,241
58
$3.74M 0.47%
16,111
59
$2.72M 0.34%
12,328
+129
60
$2.67M 0.34%
9,909
61
$2.23M 0.28%
11,694
62
$2.2M 0.28%
42,159
63
$2.12M 0.27%
24,010
+1,545
64
$1.31M 0.17%
56,589
-741
65
$1.07M 0.14%
4,591
+424
66
$972K 0.12%
2,369
-23
67
$920K 0.12%
25,588
68
$732K 0.09%
5,575
+12
69
$711K 0.09%
9,399
-43
70
$669K 0.08%
2,000
71
$641K 0.08%
4,429
-66
72
$459K 0.06%
1,980
73
$459K 0.06%
1,200
74
$415K 0.05%
15,186
+42
75
$408K 0.05%
1,291
+23
1 2
3
4