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
$606M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$2.91M
3
+$1.13M
4
BLK icon
Blackrock
BLK
+$1.1M
5
MDT icon
Medtronic
MDT
+$807K

Top Sells

1
+$58.5M
2
+$9.78M
3
+$6.84M
4
UNH icon
UnitedHealth
UNH
+$2.57M
5
CMG icon
Chipotle Mexican Grill
CMG
+$915K

Sector Composition

1 Communication Services 14.55%
2 Financials 12.78%
3 Technology 10.58%
4 Consumer Discretionary 8.94%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.08M 0.51%
28,500
52
$3.04M 0.5%
250,000
53
$3.01M 0.5%
140,000
54
$2.91M 0.48%
+82,223
55
$2.9M 0.48%
96,000
56
$2.77M 0.46%
44,000
57
$2.64M 0.43%
36,000
58
$2.62M 0.43%
43,000
59
$2.61M 0.43%
11,393
60
$2.48M 0.41%
16,000
61
$2.44M 0.4%
12,000
62
$2.42M 0.4%
32,000
63
$2.34M 0.39%
8,000
64
$2.33M 0.38%
35,000
65
$2.3M 0.38%
1,400
66
$2.26M 0.37%
42,000
+21,000
67
$2.26M 0.37%
14,000
68
$2.15M 0.36%
60,000
69
$2.13M 0.35%
13,000
70
$2.11M 0.35%
49,000
71
$2.08M 0.34%
18,000
72
$2.02M 0.33%
40,000
73
$1.93M 0.32%
168,132
74
$1.84M 0.3%
22,000
75
$1.79M 0.3%
151,302
1 2
3
4 5