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
$716M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.5M
3
+$8.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.54M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.82M

Top Sells

1
+$48.8M
2
+$19.9M
3
+$12M
4
PM icon
Philip Morris
PM
+$9.23M
5
T icon
AT&T
T
+$7.91M

Sector Composition

1 Financials 16.6%
2 Healthcare 14.3%
3 Technology 10.41%
4 Energy 9.65%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.8M 0.39%
55,000
+5,000
77
$2.8M 0.39%
12,000
78
$2.77M 0.39%
40,000
+5,000
79
$2.73M 0.38%
18,450
80
$2.73M 0.38%
35,000
+10,000
81
$2.72M 0.38%
65,000
+5,000
82
$2.67M 0.37%
25,750
83
$2.66M 0.37%
35,000
84
$2.58M 0.36%
20,000
85
$2.57M 0.36%
35,000
86
$2.54M 0.35%
35,000
+5,000
87
$2.53M 0.35%
30,000
88
$2.5M 0.35%
25,000
+17,000
89
$2.47M 0.34%
13,500
90
$2.44M 0.34%
50,000
91
$2.36M 0.33%
+15,000
92
$2.33M 0.32%
45,000
93
$2.29M 0.32%
12,000
94
$2.29M 0.32%
80,000
95
$2.27M 0.32%
85,000
96
$2.21M 0.31%
60,000
97
$2.12M 0.3%
+15,000
98
$2.1M 0.29%
45,000
99
$2.09M 0.29%
155,000
100
$2M 0.28%
65,000
2 3
4
5 6