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
$906M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$96.6M
2
+$25.5M
3
+$22.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.4M
5
MRK icon
Merck
MRK
+$10.3M

Top Sells

1
+$18.4M
2
+$11.3M
3
+$9.02M
4
STT icon
State Street
STT
+$8.46M
5
BAC icon
Bank of America
BAC
+$6.35M

Sector Composition

1 Financials 11.43%
2 Healthcare 10.17%
3 Consumer Discretionary 9.89%
4 Technology 9.14%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.9M 0.43%
+50,000
77
$3.87M 0.43%
70,000
+20,000
78
$3.82M 0.42%
18,000
+4,000
79
$3.71M 0.41%
45,000
+30,000
80
$3.68M 0.41%
85,000
81
$3.65M 0.4%
95,000
-140,000
82
$3.65M 0.4%
80,000
83
$3.6M 0.4%
48,000
+13,000
84
$3.42M 0.38%
40,000
85
$3.4M 0.37%
55,000
86
$3.36M 0.37%
60,000
+37,000
87
$3.24M 0.36%
25,000
88
$3.13M 0.35%
35,000
89
$3.12M 0.34%
30,000
90
$3.11M 0.34%
35,000
+15,000
91
$3.1M 0.34%
55,000
92
$3M 0.33%
26,000
93
$2.93M 0.32%
73,640
+9,205
94
$2.93M 0.32%
+28,000
95
$2.92M 0.32%
65,000
+5,000
96
$2.92M 0.32%
+36,000
97
$2.91M 0.32%
55,640
98
$2.9M 0.32%
175,000
99
$2.89M 0.32%
+35,000
100
$2.88M 0.32%
45,000
2 3
4
5 6