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
$1.01B
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$20.4M
3
+$17.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15.2M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.1M

Top Sells

1
+$83.4M
2
+$32.7M
3
+$28.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.2M

Sector Composition

1 Healthcare 11.18%
2 Financials 10.71%
3 Technology 8.21%
4 Industrials 7.6%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.08%
40,000
-40,000
27
$10.3M 1.02%
+145,000
28
$9.35M 0.93%
40,000
29
$9.08M 0.9%
24,000
30
$8.98M 0.89%
166,000
31
$8.96M 0.89%
105,000
32
$8.8M 0.87%
440,000
33
$8.79M 0.87%
36,000
34
$8.76M 0.87%
24,000
35
$7.93M 0.79%
175,000
-380,000
36
$7.92M 0.79%
15,000
37
$7.83M 0.78%
190,000
+110,000
38
$7.83M 0.78%
58,000
39
$7.56M 0.75%
105,000
40
$7.48M 0.74%
33,000
+2,000
41
$7.47M 0.74%
+133,000
42
$7.25M 0.72%
75,000
43
$6.74M 0.67%
48,116
44
$6.46M 0.64%
57,320
45
$6.21M 0.62%
33,000
-5,237
46
$6.09M 0.61%
128,000
-130,000
47
$6M 0.6%
10,250
48
$5.83M 0.58%
20,000
+10,000
49
$5.79M 0.57%
110,000
50
$5.76M 0.57%
70,000
1
2
3 4 5