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
$518M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$17.4M
3
+$12.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.8M
5
AAPL icon
Apple
AAPL
+$9.31M

Top Sells

1
+$35.8M
2
+$30.9M
3
+$13.6M
4
PFE icon
Pfizer
PFE
+$9.59M
5
INTC icon
Intel
INTC
+$8.09M

Sector Composition

1 Financials 12.97%
2 Healthcare 11%
3 Energy 9.71%
4 Technology 9.36%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 0.99%
410,000
+90,000
27
$5.01M 0.97%
70,000
28
$4.98M 0.96%
48,000
29
$4.97M 0.96%
40,000
-50,000
30
$4.96M 0.96%
105,000
+75,000
31
$4.94M 0.95%
28,000
+19,000
32
$4.78M 0.92%
15,000
33
$4.41M 0.85%
110,000
+25,000
34
$4.11M 0.79%
55,000
35
$4.09M 0.79%
55,000
+15,000
36
$4.05M 0.78%
68,000
+13,000
37
$4.04M 0.78%
60,000
38
$3.99M 0.77%
55,000
+10,000
39
$3.82M 0.74%
15,000
-8,000
40
$3.78M 0.73%
150,000
41
$3.74M 0.72%
35,000
+25,000
42
$3.74M 0.72%
+35,000
43
$3.6M 0.69%
85,000
44
$3.59M 0.69%
55,000
45
$3.59M 0.69%
23,000
46
$3.41M 0.66%
200,000
+150,000
47
$3.36M 0.65%
87,395
-84,480
48
$3.21M 0.62%
60,000
+10,000
49
$3.21M 0.62%
75,000
50
$3.1M 0.6%
105,000
-110,000
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