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
$937M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$389M
2
+$11M
3
+$8.46M
4
MSFT icon
Microsoft
MSFT
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$5.99M

Top Sells

1
+$26M
2
+$11.3M
3
+$5.64M
4
D icon
Dominion Energy
D
+$4.97M
5
DUK icon
Duke Energy
DUK
+$4.85M

Sector Composition

1 Healthcare 7.87%
2 Communication Services 7.47%
3 Financials 6.19%
4 Consumer Discretionary 6.01%
5 Technology 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.97M 0.64%
40,000
+25,000
27
$5.94M 0.63%
+66,000
28
$5.93M 0.63%
250,000
+150,000
29
$5.64M 0.6%
35,000
+20,000
30
$5.6M 0.6%
141,449
31
$5.54M 0.59%
55,000
+20,000
32
$5.31M 0.57%
135,000
33
$5.23M 0.56%
70,000
34
$5.1M 0.54%
48,116
35
$5.09M 0.54%
+80,000
36
$4.69M 0.5%
+125,000
37
$4.63M 0.49%
105,000
38
$4.61M 0.49%
32,000
39
$4.45M 0.47%
55,000
-60,000
40
$4.43M 0.47%
80,000
41
$4.42M 0.47%
100,000
+55,000
42
$4.35M 0.46%
90,000
+25,000
43
$4.2M 0.45%
35,000
+10,000
44
$4.13M 0.44%
25,000
+5,000
45
$4.11M 0.44%
17,000
+13,000
46
$4.06M 0.43%
30,000
47
$3.92M 0.42%
21,000
+5,000
48
$3.82M 0.41%
+180,000
49
$3.77M 0.4%
2,800
50
$3.73M 0.4%
70,000
1
2
3 4 5