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
$988M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$13.3M
3
+$12.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.6M
5
PEP icon
PepsiCo
PEP
+$7.93M

Top Sells

1
+$25.5M
2
+$15.8M
3
+$14.9M
4
WFC icon
Wells Fargo
WFC
+$14.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.3M

Sector Composition

1 Consumer Staples 11.33%
2 Financials 10.02%
3 Energy 8.8%
4 Technology 8.67%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.04M 0.51%
155,000
+10,000
52
$5.03M 0.51%
158,100
-184,450
53
$5M 0.51%
+40,000
54
$5M 0.51%
25,000
55
$4.99M 0.51%
+70,000
56
$4.9M 0.5%
100,000
+45,000
57
$4.87M 0.49%
135,000
+70,000
58
$4.77M 0.48%
50,000
+15,000
59
$4.73M 0.48%
315,000
+155,000
60
$4.7M 0.48%
+70,000
61
$4.59M 0.46%
50,000
+5,000
62
$4.38M 0.44%
50,000
63
$4.15M 0.42%
120,000
64
$3.96M 0.4%
45,000
65
$3.96M 0.4%
35,000
66
$3.91M 0.4%
130,000
+80,000
67
$3.88M 0.39%
70,000
68
$3.84M 0.39%
25,000
+3,000
69
$3.75M 0.38%
85,000
70
$3.73M 0.38%
35,000
71
$3.54M 0.36%
80,000
72
$3.51M 0.36%
45,000
73
$3.45M 0.35%
3,000
74
$3.45M 0.35%
80,000
75
$2.99M 0.3%
25,000
1 2
3
4 5