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
$582M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$15.4M
3
+$14.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.96M
5
JPM icon
JPMorgan Chase
JPM
+$3.58M

Top Sells

1
+$21.4M
2
+$16.1M
3
+$14.8M
4
DIS icon
Walt Disney
DIS
+$6.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.87M

Sector Composition

1 Technology 18.93%
2 Financials 13.7%
3 Communication Services 11.41%
4 Healthcare 10.11%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 0.94%
15,000
+5,000
27
$5.46M 0.94%
50,000
28
$5.45M 0.94%
68,120
+36,680
29
$5.37M 0.92%
22,000
+2,000
30
$5.36M 0.92%
40,000
-120,000
31
$5.25M 0.9%
32,000
+2,000
32
$5.25M 0.9%
2,800
+600
33
$5.2M 0.89%
35,880
+14,352
34
$5.14M 0.88%
90,000
35
$5.12M 0.88%
500,000
36
$5.06M 0.87%
95,000
37
$4.87M 0.84%
140,000
38
$4.79M 0.82%
165,000
39
$4.73M 0.81%
70,000
40
$4.56M 0.78%
55,615
41
$4.1M 0.7%
27,000
+15,000
42
$4.07M 0.7%
131,000
43
$4.03M 0.69%
30,000
44
$3.99M 0.69%
57,000
45
$3.92M 0.67%
70,000
46
$3.87M 0.66%
105,000
+30,000
47
$3.79M 0.65%
25,000
+15,000
48
$3.75M 0.65%
8,000
49
$3.72M 0.64%
36,000
+6,000
50
$3.59M 0.62%
41,000
+36,000
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