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
$826M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.88M
3
+$2.81M
4
MS icon
Morgan Stanley
MS
+$932K
5
SBUX icon
Starbucks
SBUX
+$322K

Top Sells

1
+$10.1M
2
+$4.6M
3
+$1.73M
4
MA icon
Mastercard
MA
+$1.36M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$995K

Sector Composition

1 Financials 20.87%
2 Technology 18.59%
3 Healthcare 9.83%
4 Industrials 9.29%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.05%
7,393
-200
77
$347K 0.04%
14,917
+117
78
$329K 0.04%
3,367
79
$319K 0.04%
4,690
-407
80
$286K 0.03%
2,222
-105
81
$285K 0.03%
1,200
82
$255K 0.03%
10,686
83
$254K 0.03%
1,740
84
$215K 0.03%
5,291
85
$204K 0.02%
+370
86
– –
-59,433
87
– –
-830
88
– –
-51,258
89
– –
-1,695
90
– –
-625
91
– –
-1,857
1 2 3
4