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
$765M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$5.1M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.43M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.35M

Top Sells

1
+$10.4M
2
+$7.21M
3
+$6.13M
4
UNH icon
UnitedHealth
UNH
+$4.29M
5
ABBV icon
AbbVie
ABBV
+$3.87M

Sector Composition

1 Healthcare 11.38%
2 Communication Services 8.72%
3 Consumer Discretionary 8.29%
4 Financials 7.2%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.59M 0.99%
85,000
27
$6.79M 0.89%
105,000
28
$6.68M 0.87%
133,000
29
$6.34M 0.83%
77,000
+14,000
30
$5.81M 0.76%
75,000
31
$5.77M 0.75%
94,000
32
$5.67M 0.74%
70,000
33
$5.64M 0.74%
15,000
34
$5.58M 0.73%
29,000
35
$5.22M 0.68%
62,000
+16,000
36
$5.1M 0.67%
+30,000
37
$5.03M 0.66%
24,000
38
$5.03M 0.66%
32,000
+18,000
39
$5.03M 0.66%
55,016
40
$4.84M 0.63%
131,000
41
$4.69M 0.61%
43,000
+10,000
42
$4.61M 0.6%
55,000
43
$4.52M 0.59%
48,000
44
$4.38M 0.57%
130,000
-85,000
45
$4.36M 0.57%
85,000
+19,000
46
$4.32M 0.56%
20,000
47
$4.17M 0.55%
140,000
48
$3.95M 0.52%
27,000
49
$3.82M 0.5%
82,223
50
$3.78M 0.49%
132,000
+22,000
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