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
$732M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.85M
2
+$1.99M
3
+$1.09M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.06M
5
PLD icon
Prologis
PLD
+$1.05M

Top Sells

1
+$2.93M
2
+$1.37M
3
+$1.35M
4
AMP icon
Ameriprise Financial
AMP
+$943K
5
MSFT icon
Microsoft
MSFT
+$909K

Sector Composition

1 Technology 19.32%
2 Financials 17.02%
3 Healthcare 13.4%
4 Industrials 8.51%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.05%
7,615
77
$358K 0.05%
1,200
78
$333K 0.05%
1,268
+276
79
$326K 0.04%
14,310
+194
80
$318K 0.04%
1,980
-70
81
$302K 0.04%
5,656
-100
82
$287K 0.04%
1,186
-106
83
$228K 0.03%
+3,367
84
$224K 0.03%
10,686
85
$207K 0.03%
1,800
86
– –
-3,820
1 2 3
4