AIMC
Alley Investment Management Company Portfolio holdings
AUM
$826M
This Quarter Return
-4.7%
1 Year Return
+16.07%
3 Year Return
+52.09%
5 Year Return
–
10 Year Return
–
AUM
$501M
AUM Growth
+$501M
(-5.4%)
Cap. Flow
+$8.66M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
29.34%
Holding
80
New
2
Increased
35
Reduced
32
Closed
1
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$4.46M |
| 2 |
Accenture
ACN
|
$213K |
| 3 |
Deere & Co
DE
|
$200K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$196K |
| 5 |
Illinois Tool Works
ITW
|
$113K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Growth ETF
VUG
$185B
| $297K | 0.06% |
1,389
+7
| +0.5% | +$1.5K |
|
77
Salesforce
CRM
$245B
| $288K | 0.06% |
2,000
| – | – |
|
78
UnitedHealth
UNH
$279B
| $275K | 0.05% |
545
-20
| -4% | -$10.1K |
|
|
79
Deere & Co
DE
$127B
| $200K | 0.04% |
+600
| New | +$200K |
|
80
Visa
V
$681B
| – | – |
-1,022
| Closed | -$201K |
|