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
$505M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$12.5M
3
+$10.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.67M
5
CSCO icon
Cisco
CSCO
+$8.61M

Top Sells

1
+$30.3M
2
+$12.6M
3
+$10.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.09M

Sector Composition

1 Financials 13.85%
2 Healthcare 13.4%
3 Communication Services 10.27%
4 Technology 9.59%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.04M 1.2%
40,000
+20,000
27
$5.85M 1.16%
53,000
+6,000
28
$5.38M 1.07%
190,000
29
$5.38M 1.07%
120,000
30
$5.37M 1.06%
174,835
-2,914
31
$5.33M 1.06%
45,000
32
$5.26M 1.04%
+75,000
33
$5.22M 1.03%
215,000
+105,000
34
$4.96M 0.98%
70,000
+5,000
35
$4.89M 0.97%
145,000
+45,000
36
$4.86M 0.96%
88,000
37
$4.78M 0.95%
+45,000
38
$4.66M 0.92%
21,000
+12,000
39
$4.65M 0.92%
+45,000
40
$4.31M 0.85%
25,000
+13,000
41
$4.19M 0.83%
70,000
42
$4.12M 0.82%
84,150
+33,660
43
$4.07M 0.81%
15,000
44
$4.01M 0.79%
80,000
+25,000
45
$3.95M 0.78%
60,000
46
$3.89M 0.77%
16,000
47
$3.78M 0.75%
23,000
48
$3.58M 0.71%
320,000
+65,000
49
$3.54M 0.7%
48,000
+16,000
50
$3.52M 0.7%
45,000
1
2
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