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
$1.01B
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$20.4M
3
+$17.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15.2M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.1M

Top Sells

1
+$83.4M
2
+$32.7M
3
+$28.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.2M

Sector Composition

1 Healthcare 11.18%
2 Financials 10.71%
3 Technology 8.21%
4 Industrials 7.6%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.74M 0.57%
30,000
52
$5.63M 0.56%
110,000
53
$5.56M 0.55%
20,000
54
$5.44M 0.54%
35,000
+15,000
55
$5.43M 0.54%
55,000
56
$5.36M 0.53%
114,000
57
$5.35M 0.53%
22,550
58
$5.34M 0.53%
131,000
59
$5.19M 0.51%
35,000
60
$5.13M 0.51%
+90,000
61
$5.08M 0.5%
38,000
62
$5.04M 0.5%
10,000
+2,000
63
$4.82M 0.48%
70,000
64
$4.8M 0.48%
12,000
65
$4.48M 0.44%
140,000
66
$4.34M 0.43%
35,000
67
$4.32M 0.43%
15,000
68
$4.16M 0.41%
10,500
69
$4.01M 0.4%
60,000
70
$3.51M 0.35%
70,000
+10,000
71
$3.43M 0.34%
55,000
72
$3.3M 0.33%
15,000
73
$3.29M 0.33%
125,000
74
$3.27M 0.33%
+20,000
75
$3.21M 0.32%
30,000
+6,000
1 2
3
4 5