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
$589M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$220K
3
+$196K
4
DUK icon
Duke Energy
DUK
+$174K
5
ABT icon
Abbott
ABT
+$153K

Top Sells

1
+$8.04M
2
+$3.31M
3
+$1.22M
4
CME icon
CME Group
CME
+$292K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$217K

Sector Composition

1 Technology 17.25%
2 Financials 16.62%
3 Healthcare 13.38%
4 Industrials 10.1%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.06%
1,336
-3
77
$333K 0.06%
6,615
-159,496
78
$329K 0.06%
5,756
79
$313K 0.05%
14,152
+50
80
$268K 0.05%
1,285
+2
81
$228K 0.04%
992
82
$220K 0.04%
+1,875
83
– –
-23,226
1 2 3
4