AF

Ally Financial Portfolio holdings

AUM $810M
1-Year Est. Return 0.3%
This Quarter Est. Return
1 Year Est. Return
+0.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$25.2M
3
+$16.9M
4
AAPL icon
Apple
AAPL
+$7.77M
5
JPM icon
JPMorgan Chase
JPM
+$5.64M

Top Sells

1
+$15.8M
2
+$15M
3
+$6.15M
4
MMM icon
3M
MMM
+$5.87M
5
KO icon
Coca-Cola
KO
+$5.79M

Sector Composition

1 Technology 10.85%
2 Healthcare 10.48%
3 Communication Services 8.05%
4 Industrials 5.95%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.53M 0.4%
36,000
52
$3.49M 0.39%
+13,000
53
$3.27M 0.37%
14,000
54
$3.21M 0.36%
43,000
55
$3.13M 0.35%
28,000
+4,000
56
$3.13M 0.35%
7,000
+4,000
57
$3.02M 0.34%
133,000
58
$2.97M 0.33%
19,000
59
$2.93M 0.33%
12,000
+2,000
60
$2.76M 0.31%
34,165
61
$2.73M 0.31%
+16,000
62
$2.69M 0.3%
140,000
63
$2.61M 0.29%
+11,000
64
$2.58M 0.29%
36,000
65
$2.51M 0.28%
8,500
66
$2.5M 0.28%
85,000
+10,000
67
$2.45M 0.27%
9,000
+6,000
68
$2.44M 0.27%
125,000
69
$2.3M 0.26%
15,000
70
$2.24M 0.25%
34,000
71
$2.24M 0.25%
40,000
72
$2.11M 0.24%
+27,000
73
$2.11M 0.24%
+24,000
74
$1.92M 0.22%
13,000
+5,000
75
$1.89M 0.21%
+2,000
1 2
3
4 5