AIMC

Alley Investment Management Company Portfolio holdings

AUM $854M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$530M
AUM Growth
-$75.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$182K
3
+$176K
4
UNP icon
Union Pacific
UNP
+$153K
5
SBUX icon
Starbucks
SBUX
+$147K

Top Sells

1
+$249K
2
+$242K
3
+$202K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$59.4K
5
MRK icon
Merck
MRK
+$54.3K

Sector Composition

1 Technology 15.85%
2 Financials 14.16%
3 Healthcare 13.42%
4 Industrials 10.22%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.06%
1,382
+15
77
$290K 0.05%
565
78
$201K 0.04%
1,022
79
– –
-600
80
– –
-2,055
81
– –
-2,314
1 2 3
4