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
$1.05B
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$24.9M
3
+$18.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.2M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$10.7M

Top Sells

1
+$86.6M
2
+$17.9M
3
+$16.2M
4
JPM icon
JPMorgan Chase
JPM
+$15.2M
5
C icon
Citigroup
C
+$14.9M

Sector Composition

1 Healthcare 9.61%
2 Financials 9.24%
3 Technology 7.3%
4 Industrials 7.04%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.04%
145,000
27
$10.7M 1.02%
+136,000
28
$10.1M 0.96%
111,000
29
$9.26M 0.88%
141,449
30
$8.87M 0.85%
24,000
+10,000
31
$8.75M 0.83%
166,000
32
$8.54M 0.81%
24,000
33
$8.47M 0.81%
40,000
34
$8.11M 0.77%
105,000
+20,000
35
$7.86M 0.75%
58,000
+38,000
36
$7.83M 0.75%
15,000
+5,000
37
$7.63M 0.73%
36,000
+22,000
38
$7.03M 0.67%
31,000
+10,000
39
$6.94M 0.66%
38,237
40
$6.6M 0.63%
105,000
41
$6.2M 0.59%
57,320
42
$6.13M 0.58%
48,116
43
$6.1M 0.58%
+75,000
44
$6.04M 0.58%
110,000
45
$5.88M 0.56%
70,000
46
$5.87M 0.56%
+440,000
47
$5.85M 0.56%
30,000
48
$5.8M 0.55%
19,000
+10,000
49
$5.75M 0.55%
35,000
-70,000
50
$5.41M 0.52%
+325,000
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