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
$599M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.22M
3
+$3.24M
4
NKE icon
Nike
NKE
+$2.76M
5
PFE icon
Pfizer
PFE
+$2.64M

Top Sells

1
+$47.5M
2
+$15.5M
3
+$11.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.2M

Sector Composition

1 Financials 17.91%
2 Healthcare 14.06%
3 Technology 11.79%
4 Energy 11.16%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.67M 0.61%
110,000
52
$3.63M 0.61%
15,000
53
$3.62M 0.6%
80,000
54
$3.62M 0.6%
35,000
55
$3.59M 0.6%
40,000
56
$3.47M 0.58%
40,000
57
$3.47M 0.58%
15,000
58
$3.28M 0.55%
100,000
+50,000
59
$3.25M 0.54%
25,000
60
$3.24M 0.54%
+75,000
61
$3.18M 0.53%
40,000
62
$3.05M 0.51%
25,000
63
$2.95M 0.49%
55,000
64
$2.86M 0.48%
25,000
-25,000
65
$2.82M 0.47%
20,000
66
$2.81M 0.47%
25,000
67
$2.78M 0.46%
50,000
68
$2.73M 0.46%
60,000
+20,000
69
$2.73M 0.46%
12,000
70
$2.64M 0.44%
30,000
71
$2.57M 0.43%
35,000
72
$2.56M 0.43%
65,000
73
$2.55M 0.43%
35,000
74
$2.54M 0.42%
40,000
75
$2.54M 0.42%
+150,000
1 2
3
4 5