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
$985M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$23.1M
3
+$7.67M
4
WFC icon
Wells Fargo
WFC
+$7.19M
5
ABBV icon
AbbVie
ABBV
+$5.44M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$9.33M
4
BAC icon
Bank of America
BAC
+$8.26M
5
FCX icon
Freeport-McMoran
FCX
+$7.63M

Sector Composition

1 Financials 10.37%
2 Healthcare 9.17%
3 Consumer Staples 9.08%
4 Technology 8.65%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.29%
80,000
77
$2.79M 0.28%
70,000
78
$2.77M 0.28%
+15,000
79
$2.73M 0.28%
+25,000
80
$2.72M 0.28%
10,000
+2,000
81
$2.72M 0.28%
45,000
82
$2.68M 0.27%
40,000
+5,000
83
$2.6M 0.26%
50,000
84
$2.55M 0.26%
25,000
85
$2.54M 0.26%
35,000
-10,000
86
$2.48M 0.25%
50,000
+20,000
87
$2.46M 0.25%
55,000
88
$2.43M 0.25%
35,000
+15,000
89
$2.43M 0.25%
30,000
90
$2.42M 0.25%
+13,500
91
$2.39M 0.24%
18,450
92
$2.37M 0.24%
30,000
93
$2.37M 0.24%
11,000
94
$2.36M 0.24%
20,000
95
$2.36M 0.24%
+75,000
96
$2.35M 0.24%
25,750
97
$2.33M 0.24%
8,000
+2,000
98
$2.33M 0.24%
+40,000
99
$2.3M 0.23%
25,000
100
$2.21M 0.22%
+55,000
2 3
4
5 6