AF

Ally Financial Portfolio holdings

AUM $885M
1-Year Est. Return 3.05%
This Quarter Est. Return
1 Year Est. Return
+3.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$25.5M
3
+$22.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.4M
5
MRK icon
Merck
MRK
+$10.3M

Top Sells

1
+$18.4M
2
+$11.3M
3
+$9.02M
4
STT icon
State Street
STT
+$8.46M
5
BAC icon
Bank of America
BAC
+$6.35M

Sector Composition

1 Financials 11.43%
2 Healthcare 10.17%
3 Consumer Discretionary 9.89%
4 Technology 9.14%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10M 1.11%
185,000
27
$9.58M 1.06%
410,000
+65,000
28
$8.57M 0.95%
148,783
29
$8.55M 0.94%
245,000
+30,000
30
$8.48M 0.94%
+90,000
31
$8.47M 0.94%
365,000
+135,000
32
$8.42M 0.93%
356,400
33
$8.41M 0.93%
445,000
34
$8.37M 0.92%
90,000
+5,000
35
$8.14M 0.9%
90,000
+30,000
36
$7.99M 0.88%
83,913
+26,223
37
$7.62M 0.84%
90,000
-35,000
38
$7.57M 0.84%
+80,000
39
$7.56M 0.83%
297,900
+105,920
40
$7.38M 0.81%
48,116
41
$7.34M 0.81%
+140,000
42
$7.14M 0.79%
190,000
43
$6.76M 0.75%
140,250
44
$6.69M 0.74%
45,000
+23,000
45
$6.02M 0.66%
25,000
+3,000
46
$5.91M 0.65%
144,000
-136,000
47
$5.88M 0.65%
105,000
48
$5.77M 0.64%
125,000
49
$5.64M 0.62%
70,119
+42,981
50
$5.64M 0.62%
45,000
+15,000
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