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
$562M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$14.2M
3
+$5.82M
4
CSCO icon
Cisco
CSCO
+$3.71M
5
QCOM icon
Qualcomm
QCOM
+$2.67M

Top Sells

1
+$10.5M
2
+$8.29M
3
+$3.72M
4
T icon
AT&T
T
+$3.59M
5
NOC icon
Northrop Grumman
NOC
+$3.59M

Sector Composition

1 Financials 14.46%
2 Communication Services 12.45%
3 Healthcare 11.03%
4 Technology 8.66%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.71M 1.01%
15,000
27
$5.6M 1%
100,000
-148,000
28
$5.5M 0.98%
2,800
29
$5.47M 0.97%
68,120
30
$5.43M 0.97%
90,000
31
$5.4M 0.96%
60,000
32
$5.29M 0.94%
95,000
33
$5.03M 0.89%
95,000
-198,000
34
$4.97M 0.88%
50,000
35
$4.93M 0.88%
35,880
36
$4.84M 0.86%
70,000
+13,000
37
$4.81M 0.86%
165,000
38
$4.78M 0.85%
22,000
39
$4.78M 0.85%
55,615
40
$4.75M 0.84%
32,000
+5,000
41
$4.66M 0.83%
32,000
42
$4.58M 0.81%
500,000
43
$4.44M 0.79%
70,000
44
$4.15M 0.74%
105,000
45
$4.14M 0.74%
70,000
46
$4.1M 0.73%
30,000
47
$4.04M 0.72%
140,000
48
$3.71M 0.66%
+75,000
49
$3.68M 0.65%
90,000
+50,000
50
$3.68M 0.65%
55,000
+15,000
1
2
3 4 5