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
$582M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$15.4M
3
+$14.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.96M
5
JPM icon
JPMorgan Chase
JPM
+$3.58M

Top Sells

1
+$21.4M
2
+$16.1M
3
+$14.8M
4
DIS icon
Walt Disney
DIS
+$6.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.87M

Sector Composition

1 Technology 18.93%
2 Financials 13.7%
3 Communication Services 11.41%
4 Healthcare 10.11%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.61%
72,000
52
$3.54M 0.61%
35,000
53
$3.52M 0.61%
30,000
+7,000
54
$3.5M 0.6%
80,000
55
$3.35M 0.58%
20,000
56
$3.01M 0.52%
55,000
57
$2.95M 0.51%
10,000
58
$2.92M 0.5%
30,000
+3,000
59
$2.83M 0.49%
95,000
+20,000
60
$2.67M 0.46%
40,000
+32,000
61
$2.59M 0.44%
28,000
62
$2.57M 0.44%
135,000
+50,000
63
$2.54M 0.44%
14,000
64
$2.54M 0.44%
100,000
65
$2.52M 0.43%
25,000
66
$2.46M 0.42%
600,000
67
$2.38M 0.41%
60,000
68
$2.3M 0.4%
80,000
69
$2.17M 0.37%
49,140
-860
70
$2.09M 0.36%
15,000
-35,000
71
$2.02M 0.35%
8,200
+3,075
72
$1.89M 0.33%
+40,000
73
$1.8M 0.31%
36,000
74
$1.78M 0.31%
13,000
75
$1.75M 0.3%
23,332
-196,668
1 2
3
4 5