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
$642M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$2.73M
3
+$1.48M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$8.15M
2
+$5.06M
3
+$4.92M
4
STT icon
State Street
STT
+$2.62M
5
CAT icon
Caterpillar
CAT
+$2.13M

Sector Composition

1 Communication Services 14.36%
2 Financials 12.14%
3 Technology 10.57%
4 Industrials 9.59%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.56%
71,000
+29,000
52
$3.52M 0.55%
133,000
53
$3.46M 0.54%
36,000
54
$3.39M 0.53%
82,223
55
$3.21M 0.5%
60,000
56
$3.18M 0.5%
96,000
57
$2.92M 0.45%
43,000
+11,000
58
$2.91M 0.45%
12,000
59
$2.83M 0.44%
28,500
60
$2.82M 0.44%
1,400
61
$2.75M 0.43%
8,000
62
$2.75M 0.43%
40,000
63
$2.68M 0.42%
11,393
64
$2.64M 0.41%
16,000
65
$2.43M 0.38%
14,000
66
$2.35M 0.37%
54,000
+10,000
67
$2.3M 0.36%
35,000
68
$2.27M 0.35%
49,000
69
$2.2M 0.34%
18,000
70
$2.04M 0.32%
21,000
71
$1.81M 0.28%
28,000
72
$1.78M 0.28%
151,302
73
$1.78M 0.28%
11,000
74
$1.7M 0.27%
152,991
75
$1.63M 0.25%
22,000
1 2
3
4 5