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
$668M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$25.3M
3
+$25.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M

Top Sells

1
+$51.3M
2
+$10.3M
3
+$8.69M
4
WFC icon
Wells Fargo
WFC
+$6.55M
5
RL icon
Ralph Lauren
RL
+$4.98M

Sector Composition

1 Healthcare 10.86%
2 Financials 9.59%
3 Communication Services 8.24%
4 Energy 7.65%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.06M 1.06%
48,116
27
$5.6M 0.84%
90,000
28
$5.28M 0.79%
70,000
29
$5.17M 0.77%
95,000
+27,000
30
$5.17M 0.77%
47,000
31
$4.99M 0.75%
25,000
+17,000
32
$4.89M 0.73%
143,000
+33,000
33
$4.88M 0.73%
88,000
34
$4.86M 0.73%
140,000
35
$4.8M 0.72%
105,000
36
$4.55M 0.68%
70,000
37
$4.54M 0.68%
410,000
38
$4.47M 0.67%
45,000
+30,000
39
$4.46M 0.67%
150,000
40
$4.46M 0.67%
+25,000
41
$3.99M 0.6%
+35,000
42
$3.89M 0.58%
60,000
43
$3.8M 0.57%
55,000
44
$3.74M 0.56%
+60,000
45
$3.71M 0.56%
55,000
46
$3.61M 0.54%
26,084
+20,867
47
$3.6M 0.54%
55,000
48
$3.5M 0.52%
85,000
49
$3.49M 0.52%
+32,000
50
$3.38M 0.51%
37,000
-38,000
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