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
1
$26.6M 3.66%
132,640
-1,539
2
$26.2M 3.61%
62,359
-650
3
$25.6M 3.52%
58,388
-71
4
$22.8M 3.13%
132,712
-3,930
5
$20.7M 2.85%
113,826
-1,618
6
$20M 2.75%
52,137
-321
7
$19.2M 2.64%
155,987
-276
8
$19.1M 2.63%
175,371
+4,385
9
$18.6M 2.56%
75,761
+169
10
$18.4M 2.53%
139,133
-807
11
$18M 2.47%
350,294
+7,711
12
$17.7M 2.44%
51,049
-27
13
$17.7M 2.43%
21,218
-2
14
$16.9M 2.33%
23,131
-930
15
$16.9M 2.32%
93,597
+178
16
$16.7M 2.3%
105,746
+205
17
$16.4M 2.25%
33,961
-1,398
18
$16M 2.2%
35,070
+29
19
$15.9M 2.19%
105,560
-69
20
$15.7M 2.16%
24,148
-2,434
21
$15.2M 2.09%
169,626
+147,260
22
$14.9M 2.05%
162,372
+134
23
$14.5M 2%
127,610
-200
24
$13.5M 1.86%
45,552
+114
25
$13.3M 1.82%
182,439
+6,206
1
2 3 4