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
$599M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.22M
3
+$3.24M
4
NKE icon
Nike
NKE
+$2.76M
5
PFE icon
Pfizer
PFE
+$2.64M

Top Sells

1
+$47.5M
2
+$15.5M
3
+$11.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.2M

Sector Composition

1 Financials 17.91%
2 Healthcare 14.06%
3 Technology 11.79%
4 Energy 11.16%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.86M 1.14%
170,000
27
$6.54M 1.09%
75,000
+15,000
28
$5.52M 0.92%
100,000
+50,000
29
$5.42M 0.91%
65,000
+5,000
30
$5.33M 0.89%
35,000
31
$5.29M 0.88%
70,000
32
$5.2M 0.87%
200,000
33
$5.15M 0.86%
60,000
+15,000
34
$5.14M 0.86%
190,000
+35,000
35
$4.97M 0.83%
166,390
36
$4.88M 0.81%
115,000
37
$4.78M 0.8%
360,000
38
$4.75M 0.79%
60,000
39
$4.55M 0.76%
30,000
40
$4.48M 0.75%
28,500
+13,500
41
$4.45M 0.74%
60,000
42
$4.38M 0.73%
123,420
43
$4.17M 0.7%
50,000
44
$4.13M 0.69%
335,000
+85,000
45
$4.08M 0.68%
75,000
46
$3.83M 0.64%
40,000
47
$3.79M 0.63%
62,500
48
$3.79M 0.63%
50,000
49
$3.75M 0.63%
45,000
+15,000
50
$3.73M 0.62%
20,000
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