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
$1.06B
AUM Growth
+$443M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$80M
3
+$17.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$14.2M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$12.5M

Top Sells

1
+$14.8M
2
+$11.2M
3
+$8.61M
4
HON icon
Honeywell
HON
+$8.23M
5
UNH icon
UnitedHealth
UNH
+$7.48M

Sector Composition

1 Financials 11.96%
2 Technology 9.3%
3 Healthcare 9.02%
4 Communication Services 6.01%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.1%
60,000
-20,000
27
$10.9M 1.03%
250,000
28
$10.8M 1.01%
130,000
+35,000
29
$10.7M 1%
260,000
+100,000
30
$10.5M 0.99%
120,000
+50,000
31
$10.5M 0.98%
71,760
+17,940
32
$10M 0.94%
265,000
+170,000
33
$9.9M 0.93%
145,000
+40,000
34
$9.1M 0.85%
166,000
35
$8.75M 0.82%
40,000
36
$8.67M 0.81%
111,000
+31,000
37
$8.57M 0.8%
24,000
+6,000
38
$7.65M 0.72%
+33,000
39
$7.61M 0.72%
141,449
40
$7.49M 0.7%
70,000
41
$7.34M 0.69%
105,000
42
$7.1M 0.67%
26,000
+19,000
43
$6.55M 0.62%
125,000
44
$6.24M 0.59%
2,800
45
$6.14M 0.58%
57,320
46
$6.08M 0.57%
85,000
+7,000
47
$5.82M 0.55%
90,000
48
$5.79M 0.54%
48,116
49
$5.69M 0.53%
38,237
+12,237
50
$5.5M 0.52%
22,550
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