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
$509M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.31M
3
+$4.63M
4
BAC icon
Bank of America
BAC
+$4.37M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Top Sells

1
+$76.3M
2
+$37.6M
3
+$25.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M
5
AAPL icon
Apple
AAPL
+$13.9M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.89%
3 Consumer Staples 11.95%
4 Energy 8.64%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.64%
50,000
+15,000
52
$3.19M 0.63%
30,000
53
$3.08M 0.6%
75,000
54
$3.07M 0.6%
85,000
55
$3.07M 0.6%
23,000
56
$3.05M 0.6%
70,000
57
$3.01M 0.59%
+70,000
58
$3M 0.59%
60,000
59
$2.95M 0.58%
17,940
+4,784
60
$2.94M 0.58%
30,000
+15,000
61
$2.91M 0.57%
120,000
62
$2.79M 0.55%
30,000
63
$2.77M 0.54%
35,000
+15,000
64
$2.74M 0.54%
32,000
65
$2.7M 0.53%
50,000
66
$2.55M 0.5%
55,000
+30,000
67
$2.49M 0.49%
50,000
-5,000
68
$2.46M 0.48%
465,000
69
$2.43M 0.48%
10,000
+5,000
70
$2.37M 0.47%
17,844
71
$2.35M 0.46%
15,000
+5,000
72
$2.34M 0.46%
50,000
73
$2.33M 0.46%
25,000
74
$2.29M 0.45%
18,000
75
$2.25M 0.44%
100,000
1 2
3
4 5