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
$1.06B
AUM Growth
+$443M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$80M
3
+$17.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$14.2M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$12.5M

Top Sells

1
+$14.8M
2
+$11.2M
3
+$8.61M
4
HON icon
Honeywell
HON
+$8.23M
5
UNH icon
UnitedHealth
UNH
+$7.48M

Sector Composition

1 Financials 11.96%
2 Technology 9.3%
3 Healthcare 9.02%
4 Communication Services 6.01%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.41M 0.51%
+10,000
52
$5.22M 0.49%
30,000
53
$5.19M 0.49%
35,000
54
$5.09M 0.48%
70,000
55
$5.04M 0.47%
55,000
-70,000
56
$4.97M 0.47%
14,000
+7,000
57
$4.89M 0.46%
+21,000
58
$4.84M 0.45%
40,000
+10,000
59
$4.67M 0.44%
110,000
60
$4.57M 0.43%
30,000
61
$4.54M 0.43%
131,000
62
$4.41M 0.41%
25,000
+15,000
63
$4.39M 0.41%
500,000
64
$4.39M 0.41%
110,000
65
$4.33M 0.41%
90,000
66
$4.1M 0.39%
35,000
67
$4.08M 0.38%
70,000
68
$3.98M 0.37%
78,000
69
$3.72M 0.35%
60,000
70
$3.54M 0.33%
72,000
+14,000
71
$3.5M 0.33%
140,000
72
$3.3M 0.31%
25,000
+9,000
73
$3.22M 0.3%
55,000
74
$3.15M 0.3%
+27,963
75
$3.12M 0.29%
15,000
-1,000
1 2
3
4 5