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
$727M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$5.66M
3
+$478K
4
BND icon
Vanguard Total Bond Market
BND
+$451K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$395K

Top Sells

1
+$14M
2
+$1.58M
3
+$869K
4
COST icon
Costco
COST
+$681K
5
AAPL icon
Apple
AAPL
+$674K

Sector Composition

1 Technology 18.33%
2 Financials 17.87%
3 Healthcare 13.63%
4 Industrials 9%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.05%
2,896
-760
77
$325K 0.04%
14,116
-36
78
$323K 0.04%
1,292
+3
79
$309K 0.04%
5,756
80
$277K 0.04%
992
81
$272K 0.04%
2,050
-120
82
$221K 0.03%
+3,820
83
$217K 0.03%
+10,686
84
$209K 0.03%
+1,800
85
– –
-66,547
1 2 3
4