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
$668M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$25.3M
3
+$25.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M

Top Sells

1
+$51.3M
2
+$10.3M
3
+$8.69M
4
WFC icon
Wells Fargo
WFC
+$6.55M
5
RL icon
Ralph Lauren
RL
+$4.98M

Sector Composition

1 Healthcare 10.86%
2 Financials 9.59%
3 Communication Services 8.24%
4 Energy 7.65%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.49%
86,098
-1,297
52
$3.24M 0.49%
23,000
53
$3.21M 0.48%
70,000
+30,000
54
$3.14M 0.47%
30,000
+5,000
55
$3.13M 0.47%
75,000
56
$3.03M 0.45%
112,540
-145,640
57
$3.03M 0.45%
60,000
58
$3M 0.45%
+14,000
59
$2.99M 0.45%
30,000
60
$2.99M 0.45%
+25,000
61
$2.92M 0.44%
25,000
62
$2.91M 0.44%
200,000
63
$2.9M 0.43%
40,000
+6,000
64
$2.87M 0.43%
60,000
+5,000
65
$2.86M 0.43%
55,000
+45,000
66
$2.83M 0.42%
120,000
+60,000
67
$2.72M 0.41%
45,000
68
$2.69M 0.4%
16,000
69
$2.65M 0.4%
35,000
+27,000
70
$2.63M 0.39%
30,000
+24,000
71
$2.58M 0.39%
50,000
+20,000
72
$2.57M 0.38%
32,000
73
$2.52M 0.38%
31,780
-39,725
74
$2.51M 0.38%
35,000
+20,000
75
$2.49M 0.37%
+84,000
1 2
3
4 5