AF

Ally Financial Portfolio holdings

AUM $810M
1-Year Est. Return 0.3%
This Quarter Est. Return
1 Year Est. Return
+0.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$25.2M
3
+$16.9M
4
AAPL icon
Apple
AAPL
+$7.77M
5
JPM icon
JPMorgan Chase
JPM
+$5.64M

Top Sells

1
+$15.8M
2
+$15M
3
+$6.15M
4
MMM icon
3M
MMM
+$5.87M
5
KO icon
Coca-Cola
KO
+$5.79M

Sector Composition

1 Technology 10.85%
2 Healthcare 10.48%
3 Communication Services 8.05%
4 Industrials 5.95%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.6M 0.74%
60,000
27
$6.46M 0.73%
105,000
28
$6.35M 0.71%
30,000
29
$6.26M 0.7%
150,000
+104,000
30
$6.13M 0.69%
94,000
31
$5.88M 0.66%
27,000
+9,000
32
$5.64M 0.63%
+23,000
33
$5.22M 0.59%
12,000
34
$5.18M 0.58%
+20,000
35
$5.13M 0.58%
25,000
+10,000
36
$4.69M 0.53%
+28,000
37
$4.64M 0.52%
174,000
38
$4.48M 0.5%
9,000
+1,000
39
$4.39M 0.49%
105,000
40
$4.32M 0.48%
42,000
+14,000
41
$4.23M 0.48%
16,000
42
$4.08M 0.46%
56,000
43
$3.99M 0.45%
131,000
44
$3.97M 0.45%
38,000
+16,000
45
$3.84M 0.43%
91,000
+10,000
46
$3.84M 0.43%
113,000
47
$3.66M 0.41%
16,000
48
$3.6M 0.4%
53,000
49
$3.55M 0.4%
24,000
+2,000
50
$3.53M 0.4%
103,000
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