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
$988M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$13.3M
3
+$12.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.6M
5
PEP icon
PepsiCo
PEP
+$7.93M

Top Sells

1
+$25.5M
2
+$15.8M
3
+$14.9M
4
WFC icon
Wells Fargo
WFC
+$14.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.3M

Sector Composition

1 Consumer Staples 11.33%
2 Financials 10.02%
3 Energy 8.8%
4 Technology 8.67%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.88M 0.29%
50,000
77
$2.88M 0.29%
50,000
78
$2.8M 0.28%
73,640
79
$2.73M 0.28%
25,750
80
$2.69M 0.27%
175,000
81
$2.68M 0.27%
45,000
82
$2.67M 0.27%
30,000
83
$2.66M 0.27%
80,000
84
$2.65M 0.27%
25,000
85
$2.65M 0.27%
20,000
+5,000
86
$2.6M 0.26%
11,000
87
$2.59M 0.26%
35,000
88
$2.56M 0.26%
15,000
89
$2.55M 0.26%
18,450
+11,275
90
$2.55M 0.26%
26,223
-55,068
91
$2.55M 0.26%
+22,000
92
$2.47M 0.25%
50,000
93
$2.47M 0.25%
30,000
94
$2.45M 0.25%
50,000
95
$2.44M 0.25%
42,478
-54,231
96
$2.44M 0.25%
65,000
+25,000
97
$2.43M 0.25%
8,000
+3,000
98
$2.42M 0.25%
+6,000
99
$2.42M 0.25%
+7,000
100
$2.41M 0.24%
30,000
+23,500
2 3
4
5 6