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
$716M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.5M
3
+$8.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.54M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.82M

Top Sells

1
+$48.8M
2
+$19.9M
3
+$12M
4
PM icon
Philip Morris
PM
+$9.23M
5
T icon
AT&T
T
+$7.91M

Sector Composition

1 Financials 16.6%
2 Healthcare 14.3%
3 Technology 10.41%
4 Energy 9.65%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.58%
40,000
52
$4.13M 0.58%
75,000
53
$4.1M 0.57%
40,000
+15,000
54
$4.02M 0.56%
15,000
55
$3.97M 0.55%
130,000
+60,000
56
$3.91M 0.55%
+45,000
57
$3.9M 0.55%
15,000
+4,000
58
$3.79M 0.53%
50,000
59
$3.76M 0.53%
40,000
60
$3.67M 0.51%
250,000
61
$3.63M 0.51%
50,000
62
$3.43M 0.48%
50,000
+20,000
63
$3.17M 0.44%
+25,000
64
$3.16M 0.44%
40,000
65
$3.15M 0.44%
20,000
+3,000
66
$3.07M 0.43%
+50,000
67
$3.07M 0.43%
35,000
68
$3M 0.42%
40,000
69
$2.94M 0.41%
+22,000
70
$2.86M 0.4%
25,000
71
$2.86M 0.4%
80,000
72
$2.85M 0.4%
50,000
73
$2.85M 0.4%
+44,635
74
$2.83M 0.4%
30,000
+20,000
75
$2.81M 0.39%
25,000
1 2
3
4 5