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
$715M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.46M
3
+$3.88M
4
CCI icon
Crown Castle
CCI
+$2.96M
5
MET icon
MetLife
MET
+$2.83M

Top Sells

1
+$15.6M
2
+$6.72M
3
+$5.43M
4
AMAT icon
Applied Materials
AMAT
+$2.58M
5
RCL icon
Royal Caribbean
RCL
+$1.44M

Sector Composition

1 Communication Services 16.77%
2 Industrials 9.88%
3 Financials 8.74%
4 Healthcare 8.05%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.73M 1.08%
70,000
+24,000
27
$7.07M 0.99%
85,000
28
$6.4M 0.9%
150,000
29
$6.27M 0.88%
94,000
30
$6.25M 0.87%
75,000
31
$5.96M 0.83%
105,000
32
$5.39M 0.75%
70,000
33
$5.23M 0.73%
28,000
34
$5.19M 0.73%
181,000
+85,000
35
$5.02M 0.7%
97,000
36
$4.85M 0.68%
55,000
37
$4.65M 0.65%
131,000
38
$4.58M 0.64%
+125,000
39
$4.45M 0.62%
133,000
40
$4.36M 0.61%
21,000
41
$4.07M 0.57%
82,223
42
$4M 0.56%
47,840
43
$3.88M 0.54%
+20,000
44
$3.74M 0.52%
140,000
45
$3.25M 0.46%
36,000
46
$3.23M 0.45%
71,000
47
$3.19M 0.45%
28,000
48
$3.13M 0.44%
110,000
49
$2.96M 0.41%
+26,000
50
$2.95M 0.41%
60,000
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