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
$642M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$2.73M
3
+$1.48M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$8.15M
2
+$5.06M
3
+$4.92M
4
STT icon
State Street
STT
+$2.62M
5
CAT icon
Caterpillar
CAT
+$2.13M

Sector Composition

1 Communication Services 14.36%
2 Financials 12.14%
3 Technology 10.57%
4 Industrials 9.59%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.93M 1.08%
40,000
27
$6.69M 1.04%
94,000
28
$6.61M 1.03%
75,000
29
$6.39M 1%
19,000
30
$6.3M 0.98%
105,000
31
$6.19M 0.97%
150,000
32
$6.01M 0.94%
70,000
33
$5.81M 0.91%
122,000
34
$5.38M 0.84%
46,000
35
$5.33M 0.83%
131,000
36
$5.24M 0.82%
212,000
37
$4.85M 0.76%
48,000
38
$4.82M 0.75%
6,800
39
$4.8M 0.75%
47,840
40
$4.66M 0.73%
60,000
41
$4.5M 0.7%
21,000
42
$4.47M 0.7%
80,000
43
$4.46M 0.7%
45,000
44
$4.27M 0.67%
55,000
45
$4.11M 0.64%
110,000
46
$4.08M 0.64%
28,000
+3,000
47
$3.72M 0.58%
15,000
+11,000
48
$3.69M 0.58%
140,000
49
$3.65M 0.57%
250,000
50
$3.63M 0.57%
44,000
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