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
$791M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$2.2M
3
+$711K
4
CVX icon
Chevron
CVX
+$647K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$606K

Top Sells

1
+$5.49M
2
+$1.71M
3
+$1.14M
4
ENV
ENVESTNET, INC.
ENV
+$751K
5
XOM icon
Exxon Mobil
XOM
+$211K

Sector Composition

1 Financials 20.02%
2 Technology 19.21%
3 Healthcare 11.99%
4 Consumer Staples 7.55%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.05%
7,593
-22
77
$368K 0.05%
2,806
78
$347K 0.04%
15,282
+600
79
$344K 0.04%
5,097
-155
80
$305K 0.04%
5,291
-83
81
$304K 0.04%
3,367
82
$259K 0.03%
1,702
-36,128
83
$243K 0.03%
10,686
84
$201K 0.03%
1,740
85
– –
-1,800
86
– –
-12,000
1 2 3
4