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
$733M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$44.2M
3
+$4.03M
4
WFC icon
Wells Fargo
WFC
+$3.92M
5
NFLX icon
Netflix
NFLX
+$2.62M

Top Sells

1
+$51.1M
2
+$49.1M
3
+$20.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$13.3M
5
PFE icon
Pfizer
PFE
+$6.21M

Sector Composition

1 Communication Services 14%
2 Financials 12.26%
3 Technology 10.61%
4 Consumer Discretionary 7.67%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.79M 0.52%
250,000
52
$3.65M 0.5%
21,000
53
$3.44M 0.47%
45,000
+13,000
54
$3.26M 0.45%
140,000
55
$3.15M 0.43%
28,500
+3,500
56
$2.99M 0.41%
96,000
+36,000
57
$2.93M 0.4%
32,000
58
$2.92M 0.4%
4,800
59
$2.86M 0.39%
36,000
60
$2.65M 0.36%
43,000
+33,000
61
$2.57M 0.35%
5,000
62
$2.56M 0.35%
11,393
+6,881
63
$2.56M 0.35%
14,000
+2,000
64
$2.51M 0.34%
44,000
+11,000
65
$2.46M 0.34%
16,000
66
$2.46M 0.34%
35,000
67
$2.45M 0.33%
1,400
+400
68
$2.38M 0.32%
8,000
69
$2.32M 0.32%
13,000
70
$2.32M 0.32%
12,000
71
$2.27M 0.31%
49,000
72
$2.26M 0.31%
+168,132
73
$2.22M 0.3%
40,000
74
$2.19M 0.3%
18,000
75
$2.15M 0.29%
60,000
1 2
3
4 5