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
$609M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$10.7M
3
+$10.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.91M

Top Sells

1
+$25.2M
2
+$15.8M
3
+$14.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.4M
5
JPM icon
JPMorgan Chase
JPM
+$9.18M

Sector Composition

1 Financials 14.15%
2 Consumer Discretionary 10.12%
3 Healthcare 9.86%
4 Communication Services 9.51%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.91M 0.97%
68,120
27
$5.75M 0.94%
2,800
28
$5.64M 0.93%
95,000
29
$5.62M 0.92%
60,000
30
$5.59M 0.92%
70,000
31
$5.54M 0.91%
70,000
32
$5.41M 0.89%
50,000
+35,000
33
$5.2M 0.86%
32,000
34
$5.17M 0.85%
+80,000
35
$4.97M 0.82%
+60,000
36
$4.89M 0.8%
15,000
37
$4.88M 0.8%
95,000
38
$4.65M 0.76%
500,000
39
$4.55M 0.75%
70,000
40
$4.42M 0.73%
35,000
+5,000
41
$4.21M 0.69%
131,000
42
$4.15M 0.68%
30,000
43
$4.13M 0.68%
70,000
+15,000
44
$4.09M 0.67%
80,000
45
$4.02M 0.66%
8,000
46
$3.96M 0.65%
+12,000
47
$3.95M 0.65%
+20,000
48
$3.9M 0.64%
27,000
+12,000
49
$3.88M 0.64%
12,000
+5,000
50
$3.82M 0.63%
20,000
1
2
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