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
$518M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$17.4M
3
+$12.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.8M
5
AAPL icon
Apple
AAPL
+$9.31M

Top Sells

1
+$35.8M
2
+$30.9M
3
+$13.6M
4
PFE icon
Pfizer
PFE
+$9.59M
5
INTC icon
Intel
INTC
+$8.09M

Sector Composition

1 Financials 12.97%
2 Healthcare 11%
3 Energy 9.71%
4 Technology 9.36%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.58%
+25,000
52
$2.99M 0.58%
30,000
53
$2.98M 0.58%
25,000
+15,000
54
$2.93M 0.57%
+30,000
55
$2.92M 0.56%
25,000
-20,000
56
$2.91M 0.56%
55,000
-120,000
57
$2.84M 0.55%
25,000
58
$2.8M 0.54%
28,000
59
$2.62M 0.51%
16,000
60
$2.6M 0.5%
465,000
+250,000
61
$2.59M 0.5%
+15,000
62
$2.58M 0.5%
32,000
+2,000
63
$2.49M 0.48%
65,000
-125,000
64
$2.41M 0.47%
45,000
65
$2.3M 0.44%
20,000
66
$2.11M 0.41%
50,000
67
$2.1M 0.4%
15,000
68
$2.09M 0.4%
+20,000
69
$2.02M 0.39%
40,000
-5,000
70
$1.99M 0.38%
34,000
-76,000
71
$1.87M 0.36%
7,500
+2,500
72
$1.86M 0.36%
45,000
73
$1.79M 0.35%
80,000
74
$1.78M 0.34%
2,500
75
$1.76M 0.34%
15,000
1 2
3
4 5