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
$503M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$10.4M
3
+$10.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M
5
CVX icon
Chevron
CVX
+$6.85M

Top Sells

1
+$10.8M
2
+$10.5M
3
+$9.95M
4
COP icon
ConocoPhillips
COP
+$8.01M
5
PEP icon
PepsiCo
PEP
+$7.83M

Sector Composition

1 Financials 12.75%
2 Communication Services 12.06%
3 Consumer Staples 10.35%
4 Healthcare 7.62%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.65%
70,000
52
$3.26M 0.65%
70,000
+30,000
53
$3.22M 0.64%
75,000
54
$3.17M 0.63%
60,000
55
$3.13M 0.62%
+26,000
56
$3.11M 0.62%
85,000
57
$3.03M 0.6%
45,000
58
$2.91M 0.58%
+35,000
59
$2.89M 0.58%
22,305
+4,461
60
$2.8M 0.56%
35,000
61
$2.69M 0.54%
+80,000
62
$2.66M 0.53%
+10,000
63
$2.55M 0.51%
50,000
64
$2.55M 0.51%
25,000
65
$2.5M 0.5%
28,000
+8,000
66
$2.41M 0.48%
18,000
67
$2.38M 0.47%
50,000
68
$2.38M 0.47%
465,000
69
$2.36M 0.47%
+5,000
70
$2.24M 0.44%
20,000
-70,000
71
$2.15M 0.43%
30,000
-40,000
72
$2.15M 0.43%
20,000
73
$2.12M 0.42%
100,000
74
$2.07M 0.41%
+10,000
75
$1.88M 0.37%
60,000
-120,000
1 2
3
4 5