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
$733M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$44.2M
3
+$4.03M
4
WFC icon
Wells Fargo
WFC
+$3.92M
5
NFLX icon
Netflix
NFLX
+$2.62M

Top Sells

1
+$51.1M
2
+$49.1M
3
+$20.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$13.3M
5
PFE icon
Pfizer
PFE
+$6.21M

Sector Composition

1 Communication Services 14%
2 Financials 12.26%
3 Technology 10.61%
4 Consumer Discretionary 7.67%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.53M 1.16%
75,000
27
$8.42M 1.15%
35,000
28
$6.96M 0.95%
19,000
+4,000
29
$6.84M 0.93%
50,000
+17,000
30
$6.57M 0.9%
94,000
+10,000
31
$6.53M 0.89%
164,522
32
$6.47M 0.88%
37,000
+15,000
33
$6.31M 0.86%
85,000
34
$5.88M 0.8%
150,000
+100,000
35
$5.67M 0.77%
105,000
36
$5.31M 0.72%
155,000
37
$5.2M 0.71%
122,000
+50,000
38
$5.18M 0.71%
47,840
39
$5M 0.68%
131,000
40
$4.98M 0.68%
133,000
41
$4.92M 0.67%
500,000
42
$4.7M 0.64%
46,000
+16,000
43
$4.42M 0.6%
60,000
44
$4.34M 0.59%
212,000
+100,000
45
$4.33M 0.59%
70,000
46
$4.27M 0.58%
48,000
47
$4.17M 0.57%
110,000
48
$4.04M 0.55%
45,000
49
$3.89M 0.53%
80,000
50
$3.84M 0.52%
25,000
+10,000
1
2
3 4 5