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
$620M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$958K
2
+$182K
3
+$168K
4
NEE icon
NextEra Energy
NEE
+$168K
5
DUK icon
Duke Energy
DUK
+$142K

Top Sells

1
+$1.62M
2
+$136K
3
+$125K
4
MA icon
Mastercard
MA
+$121K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$113K

Sector Composition

1 Technology 16.78%
2 Financials 16.43%
3 Healthcare 12.93%
4 Industrials 10.45%
5 Consumer Staples 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.06%
15,936
+153
77
$379K 0.06%
1,339
78
$358K 0.06%
5,756
-65
79
$325K 0.05%
14,102
+354
80
$283K 0.05%
1,283
-104
81
$236K 0.04%
992
-30
1 2 3
4