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
$985M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$23.1M
3
+$7.67M
4
WFC icon
Wells Fargo
WFC
+$7.19M
5
ABBV icon
AbbVie
ABBV
+$5.44M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$9.33M
4
BAC icon
Bank of America
BAC
+$8.26M
5
FCX icon
Freeport-McMoran
FCX
+$7.63M

Sector Composition

1 Financials 10.37%
2 Healthcare 9.17%
3 Consumer Staples 9.08%
4 Technology 8.65%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.5%
+50,000
52
$4.83M 0.49%
62,500
+12,500
53
$4.71M 0.48%
+112,200
54
$4.63M 0.47%
70,119
55
$4.46M 0.45%
15,000
+8,000
56
$4.39M 0.45%
480,000
57
$4.37M 0.44%
40,000
58
$4.28M 0.43%
166,390
59
$4.28M 0.43%
315,000
60
$4.21M 0.43%
270,000
-530,000
61
$4.2M 0.43%
250,000
62
$4.18M 0.42%
155,000
63
$4.16M 0.42%
30,100
+5,100
64
$4.14M 0.42%
60,000
65
$3.73M 0.38%
100,000
66
$3.66M 0.37%
+60,000
67
$3.64M 0.37%
50,000
68
$3.6M 0.37%
85,000
69
$3.6M 0.37%
25,000
+10,000
70
$3.47M 0.35%
120,000
71
$3.45M 0.35%
50,000
+27,500
72
$3.23M 0.33%
80,000
73
$3.15M 0.32%
35,000
-45,000
74
$2.99M 0.3%
35,000
75
$2.92M 0.3%
55,000
1 2
3
4 5