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
$599M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.22M
3
+$3.24M
4
NKE icon
Nike
NKE
+$2.76M
5
PFE icon
Pfizer
PFE
+$2.64M

Top Sells

1
+$47.5M
2
+$15.5M
3
+$11.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.2M

Sector Composition

1 Financials 17.91%
2 Healthcare 14.06%
3 Technology 11.79%
4 Energy 11.16%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.42%
+55,000
77
$2.47M 0.41%
50,000
78
$2.47M 0.41%
25,000
79
$2.44M 0.41%
+35,000
80
$2.43M 0.41%
13,500
81
$2.4M 0.4%
45,000
82
$2.35M 0.39%
270,000
+135,000
83
$2.25M 0.38%
60,000
84
$2.17M 0.36%
15,000
-75,000
85
$2.16M 0.36%
50,000
86
$2.02M 0.34%
80,000
87
$2M 0.33%
35,000
+15,000
88
$1.98M 0.33%
12,000
89
$1.96M 0.33%
45,000
90
$1.95M 0.33%
155,000
91
$1.79M 0.3%
20,000
92
$1.72M 0.29%
120,000
93
$1.69M 0.28%
1,350
94
$1.66M 0.28%
65,000
95
$1.63M 0.27%
45,000
96
$1.59M 0.27%
15,000
-25,000
97
$1.57M 0.26%
20,000
98
$1.51M 0.25%
+15,000
99
$1.28M 0.21%
10,000
-12,000
100
$1.2M 0.2%
95,000
2 3
4
5 6