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
$606M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$2.91M
3
+$1.13M
4
BLK icon
Blackrock
BLK
+$1.1M
5
MDT icon
Medtronic
MDT
+$807K

Top Sells

1
+$58.5M
2
+$9.78M
3
+$6.84M
4
UNH icon
UnitedHealth
UNH
+$2.57M
5
CMG icon
Chipotle Mexican Grill
CMG
+$915K

Sector Composition

1 Communication Services 14.55%
2 Financials 12.78%
3 Technology 10.58%
4 Consumer Discretionary 8.94%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.55M 1.08%
223,252
+252
27
$6.35M 1.05%
164,522
28
$6.03M 1%
150,000
29
$6M 0.99%
75,000
30
$5.94M 0.98%
40,000
31
$5.62M 0.93%
212,000
32
$5.23M 0.86%
19,000
33
$5.06M 0.83%
155,000
34
$4.92M 0.81%
500,000
35
$4.88M 0.8%
122,000
36
$4.74M 0.78%
105,000
37
$4.49M 0.74%
48,000
38
$4.44M 0.73%
55,000
+10,000
39
$4.42M 0.73%
47,840
40
$4.37M 0.72%
131,000
41
$4.32M 0.71%
70,000
42
$4.08M 0.67%
60,000
43
$3.82M 0.63%
46,000
44
$3.79M 0.63%
45,000
45
$3.74M 0.62%
6,800
+2,000
46
$3.61M 0.6%
25,000
47
$3.55M 0.59%
80,000
48
$3.51M 0.58%
21,000
49
$3.45M 0.57%
110,000
50
$3.43M 0.57%
133,000
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