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
$621M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12M
3
+$5.13M
4
WMT icon
Walmart
WMT
+$4.2M
5
INTC icon
Intel
INTC
+$3.21M

Top Sells

1
+$40.3M
2
+$7.5M
3
+$7.01M
4
MCD icon
McDonald's
MCD
+$4.61M
5
UPS icon
United Parcel Service
UPS
+$3.78M

Sector Composition

1 Healthcare 11.65%
2 Financials 11.6%
3 Communication Services 9.62%
4 Industrials 8.62%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 1.16%
53,820
27
$7.12M 1.15%
95,000
28
$6.18M 0.99%
160,000
29
$6.13M 0.99%
105,000
30
$6.09M 0.98%
18,000
31
$6.01M 0.97%
70,000
+15,962
32
$5.95M 0.96%
151,000
+16,000
33
$5.78M 0.93%
125,000
34
$5.66M 0.91%
105,000
35
$5.6M 0.9%
48,116
36
$5.44M 0.88%
105,000
+62,000
37
$5.42M 0.87%
225,000
38
$5.37M 0.86%
90,000
39
$5.13M 0.83%
+70,000
40
$5.12M 0.82%
22,550
+12,300
41
$5.08M 0.82%
80,000
42
$5.02M 0.81%
57,320
43
$4.85M 0.78%
35,000
44
$4.79M 0.77%
2,800
45
$4.53M 0.73%
105,000
46
$4.49M 0.72%
78,000
47
$4.47M 0.72%
30,000
48
$4.42M 0.71%
70,000
49
$4.39M 0.71%
141,449
50
$4.36M 0.7%
23,000
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