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
$509M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.31M
3
+$4.63M
4
BAC icon
Bank of America
BAC
+$4.37M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Top Sells

1
+$76.3M
2
+$37.6M
3
+$25.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M
5
AAPL icon
Apple
AAPL
+$13.9M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.89%
3 Consumer Staples 11.95%
4 Energy 8.64%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 1.02%
64,000
+19,000
27
$5.14M 1.01%
180,000
+96,000
28
$5.1M 1%
60,000
+20,000
29
$5.08M 1%
90,000
-214,000
30
$5.04M 0.99%
50,000
+3,000
31
$5.04M 0.99%
95,000
32
$5M 0.98%
63,560
+31,780
33
$4.96M 0.97%
70,000
34
$4.94M 0.97%
88,000
35
$4.93M 0.97%
50,000
+13,000
36
$4.68M 0.92%
70,000
+15,000
37
$4.65M 0.91%
165,000
+155,000
38
$4.63M 0.91%
100,000
-300,000
39
$4.63M 0.91%
105,000
40
$4.54M 0.89%
410,000
41
$4.49M 0.88%
140,000
42
$4.03M 0.79%
29,214
+3,130
43
$4.03M 0.79%
80,000
+20,000
44
$4.02M 0.79%
60,000
45
$3.71M 0.73%
+20,000
46
$3.5M 0.69%
18,000
-62,000
47
$3.35M 0.66%
200,000
48
$3.33M 0.66%
20,000
+4,000
49
$3.3M 0.65%
55,000
50
$3.3M 0.65%
45,000
1
2
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