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
$985M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$23.1M
3
+$7.67M
4
WFC icon
Wells Fargo
WFC
+$7.19M
5
ABBV icon
AbbVie
ABBV
+$5.44M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$9.33M
4
BAC icon
Bank of America
BAC
+$8.26M
5
FCX icon
Freeport-McMoran
FCX
+$7.63M

Sector Composition

1 Financials 10.37%
2 Healthcare 9.17%
3 Consumer Staples 9.08%
4 Technology 8.65%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.16M 0.93%
305,000
+20,000
27
$9.03M 0.92%
250,000
+10,000
28
$8.87M 0.9%
185,000
29
$7.84M 0.8%
260,000
+15,000
30
$7.73M 0.78%
175,000
31
$7.67M 0.78%
+75,000
32
$7.62M 0.77%
100,000
33
$7.38M 0.75%
247,690
+89,590
34
$7.19M 0.73%
100,000
35
$7.19M 0.73%
+140,000
36
$7.06M 0.72%
58,425
-77,205
37
$6.97M 0.71%
170,000
38
$6.67M 0.68%
48,116
39
$6.23M 0.63%
200,000
-340,000
40
$5.74M 0.58%
25,000
41
$5.5M 0.56%
45,000
42
$5.44M 0.55%
+100,000
43
$5.3M 0.54%
60,000
+10,000
44
$5.21M 0.53%
+30,000
45
$5.12M 0.52%
180,000
+50,000
46
$5.08M 0.52%
80,000
47
$4.97M 0.5%
70,000
48
$4.96M 0.5%
41,860
+29,900
49
$4.93M 0.5%
50,000
-50,000
50
$4.93M 0.5%
50,000
-55,000
1
2
3 4 5