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
$937M
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$389M
2
+$11M
3
+$8.46M
4
MSFT icon
Microsoft
MSFT
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$5.99M

Top Sells

1
+$26M
2
+$11.3M
3
+$5.64M
4
D icon
Dominion Energy
D
+$4.97M
5
DUK icon
Duke Energy
DUK
+$4.85M

Sector Composition

1 Healthcare 7.87%
2 Communication Services 7.47%
3 Financials 6.19%
4 Consumer Discretionary 6.01%
5 Technology 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.71M 0.4%
110,000
+60,860
52
$3.55M 0.38%
54,038
+19,038
53
$3.54M 0.38%
20,000
54
$3.51M 0.37%
35,000
55
$3.44M 0.37%
26,000
+12,000
56
$3.4M 0.36%
12,000
+7,000
57
$3.3M 0.35%
23,000
+10,000
58
$3.24M 0.35%
131,000
59
$3.2M 0.34%
70,000
60
$3.18M 0.34%
34,000
+25,000
61
$3.16M 0.34%
+35,000
62
$3.13M 0.33%
60,000
63
$3.05M 0.33%
40,000
+10,000
64
$2.95M 0.31%
70,000
65
$2.92M 0.31%
85,000
66
$2.83M 0.3%
+47,670
67
$2.81M 0.3%
18,000
+3,000
68
$2.75M 0.29%
55,000
69
$2.5M 0.27%
25,000
70
$2.48M 0.27%
30,000
+15,000
71
$2.42M 0.26%
500,000
72
$2.37M 0.25%
+7,000
73
$2.36M 0.25%
+18,000
74
$2.34M 0.25%
30,000
+5,000
75
$2.34M 0.25%
140,000
1 2
3
4 5