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
$609M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$10.7M
3
+$10.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.91M

Top Sells

1
+$25.2M
2
+$15.8M
3
+$14.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.4M
5
JPM icon
JPMorgan Chase
JPM
+$9.18M

Sector Composition

1 Financials 14.15%
2 Consumer Discretionary 10.12%
3 Healthcare 9.86%
4 Communication Services 9.51%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.82M 0.63%
85,000
+50,000
52
$3.76M 0.62%
35,000
53
$3.64M 0.6%
140,000
54
$3.49M 0.57%
+16,000
55
$3.44M 0.57%
65,000
+45,000
56
$3.42M 0.56%
+25,000
57
$3.21M 0.53%
+25,000
58
$3.16M 0.52%
100,000
59
$3.15M 0.52%
20,000
60
$3.08M 0.51%
+35,000
61
$3.05M 0.5%
60,000
+27,500
62
$3.03M 0.5%
+55,000
63
$2.99M 0.49%
25,000
64
$2.9M 0.48%
+15,000
65
$2.82M 0.46%
15,000
+9,000
66
$2.71M 0.45%
135,000
67
$2.66M 0.44%
30,000
+15,000
68
$2.65M 0.43%
30,000
-5,000
69
$2.52M 0.41%
+25,000
70
$2.49M 0.41%
+45,000
71
$2.49M 0.41%
+20,000
72
$2.47M 0.41%
49,140
73
$2.47M 0.41%
14,000
74
$2.47M 0.41%
13,000
75
$2.44M 0.4%
25,000
+15,000
1 2
3
4 5