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
$715M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.46M
3
+$3.88M
4
CCI icon
Crown Castle
CCI
+$2.96M
5
MET icon
MetLife
MET
+$2.83M

Top Sells

1
+$15.6M
2
+$6.72M
3
+$5.43M
4
AMAT icon
Applied Materials
AMAT
+$2.58M
5
RCL icon
Royal Caribbean
RCL
+$1.44M

Sector Composition

1 Communication Services 16.77%
2 Industrials 9.88%
3 Financials 8.74%
4 Healthcare 8.05%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.4%
40,000
52
$2.83M 0.4%
+50,000
53
$2.81M 0.39%
28,500
54
$2.78M 0.39%
34,167
55
$2.75M 0.38%
+14,000
56
$2.74M 0.38%
49,000
57
$2.72M 0.38%
+12,000
58
$2.69M 0.38%
20,000
+9,000
59
$2.66M 0.37%
+12,000
60
$2.64M 0.37%
+27,000
61
$2.58M 0.36%
8,000
62
$2.51M 0.35%
14,000
63
$2.42M 0.34%
11,393
64
$2.4M 0.34%
35,900
+900
65
$2.37M 0.33%
+10,000
66
$2.36M 0.33%
+15,000
67
$2.35M 0.33%
125,000
68
$2.35M 0.33%
43,000
69
$2.33M 0.33%
18,000
70
$2.11M 0.3%
168,132
71
$2.07M 0.29%
40,000
72
$2.07M 0.29%
19,000
+10,000
73
$2.05M 0.29%
22,000
74
$1.78M 0.25%
54,000
75
$1.64M 0.23%
+8,000
1 2
3
4 5