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
$501M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$213K
3
+$200K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$196K
5
ITW icon
Illinois Tool Works
ITW
+$113K

Top Sells

1
+$1.7M
2
+$1.4M
3
+$1.33M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$807K

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 Change
in Stake 		Capital Flow
76
$297K 0.06%
1,389
+7
77
$288K 0.06%
2,000
78
$275K 0.05%
545
-20
79
$200K 0.04%
+600
80
– –
-1,022
1 2 3
4