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
$716M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.5M
3
+$8.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.54M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.82M

Top Sells

1
+$48.8M
2
+$19.9M
3
+$12M
4
PM icon
Philip Morris
PM
+$9.23M
5
T icon
AT&T
T
+$7.91M

Sector Composition

1 Financials 16.6%
2 Healthcare 14.3%
3 Technology 10.41%
4 Energy 9.65%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.97M 0.97%
48,116
27
$6.9M 0.96%
170,000
28
$6.57M 0.92%
115,000
29
$5.96M 0.83%
60,000
+45,000
30
$5.71M 0.8%
50,000
+30,000
31
$5.51M 0.77%
60,000
+10,000
32
$5.49M 0.77%
35,000
+5,000
33
$5.25M 0.73%
35,000
34
$5.11M 0.71%
15,000
35
$5.08M 0.71%
+75,000
36
$5.03M 0.7%
85,000
+5,000
37
$5M 0.7%
200,000
+95,000
38
$4.88M 0.68%
30,000
+5,000
39
$4.87M 0.68%
+360,000
40
$4.83M 0.67%
123,420
+11,220
41
$4.8M 0.67%
115,000
+70,000
42
$4.79M 0.67%
70,000
-119
43
$4.77M 0.67%
60,000
44
$4.61M 0.64%
+30,256
45
$4.59M 0.64%
+60,000
46
$4.59M 0.64%
62,500
47
$4.42M 0.62%
60,000
48
$4.32M 0.6%
155,000
49
$4.3M 0.6%
110,000
50
$4.22M 0.59%
166,390
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