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
$940M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.97M
3
+$5.18M
4
FAST icon
Fastenal
FAST
+$4.04M
5
CTXS
Citrix Systems Inc
CTXS
+$3.79M

Top Sells

1
+$17.6M
2
+$10.4M
3
+$9.44M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.97M
5
XOM icon
Exxon Mobil
XOM
+$7.59M

Sector Composition

1 Technology 13.28%
2 Financials 12.49%
3 Healthcare 12.48%
4 Energy 10.41%
5 Consumer Staples 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.39M 0.68%
85,000
+5,000
52
$6.37M 0.68%
69,933
53
$6.17M 0.66%
125,000
54
$6.12M 0.65%
55,000
55
$5.98M 0.64%
123,056
-123,057
56
$5.81M 0.62%
100,000
+25,000
57
$5.75M 0.61%
70,000
58
$5.75M 0.61%
150,000
59
$5.71M 0.61%
75,000
+35,000
60
$5.56M 0.59%
147,280
+9,205
61
$5.45M 0.58%
135,000
62
$5.45M 0.58%
60,000
63
$5.45M 0.58%
65,000
-65,000
64
$5.39M 0.57%
20,000
-10,000
65
$5.35M 0.57%
70,000
-50,000
66
$5.34M 0.57%
75,000
67
$5.33M 0.57%
45,000
68
$5.31M 0.57%
189,350
-102,790
69
$5.25M 0.56%
85,000
70
$5.2M 0.55%
70,000
-20,000
71
$5.18M 0.55%
+260,000
72
$5.18M 0.55%
95,000
73
$5.12M 0.54%
195,000
74
$5.1M 0.54%
100,000
75
$5.07M 0.54%
95,000
-20,000
1 2
3
4 5