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
$790M
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$2.03M
3
+$1.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.56M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.32M

Top Sells

1
+$6.13M
2
+$5.28M
3
+$1.84M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$287K
5
CME icon
CME Group
CME
+$254K

Sector Composition

1 Technology 18.76%
2 Financials 18.1%
3 Healthcare 13.27%
4 Industrials 8.26%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.05%
7,615
77
$349K 0.04%
14,682
+372
78
$349K 0.04%
1,268
79
$343K 0.04%
5,252
-404
80
$342K 0.04%
1,980
81
$326K 0.04%
1,200
82
$272K 0.03%
3,367
83
$237K 0.03%
10,686
84
$211K 0.03%
1,800
85
$211K 0.03%
+1,740
86
– –
-1,186
1 2 3
4