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
$505M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$12.5M
3
+$10.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.67M
5
CSCO icon
Cisco
CSCO
+$8.61M

Top Sells

1
+$30.3M
2
+$12.6M
3
+$10.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.09M

Sector Composition

1 Financials 13.85%
2 Healthcare 13.4%
3 Communication Services 10.27%
4 Technology 9.59%
5 Energy 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.47%
55,000
+20,000
77
$2.18M 0.43%
100,000
78
$2.14M 0.42%
48,000
+1,421
79
$2.07M 0.41%
80,000
80
$2.04M 0.4%
45,000
81
$1.83M 0.36%
55,000
82
$1.7M 0.34%
95,000
83
$1.6M 0.32%
+10,000
84
$1.51M 0.3%
+65,000
85
$1.44M 0.29%
40,000
86
$1.44M 0.29%
45,000
87
$1.44M 0.28%
30,000
88
$1.43M 0.28%
+2,500
89
$1.31M 0.26%
215,000
90
$1.17M 0.23%
15,000
91
$1.16M 0.23%
50,000
92
$1.09M 0.22%
10,000
93
$1.09M 0.22%
5,000
94
$1.04M 0.21%
+12,000
95
$1.02M 0.2%
+10,000
96
$1.01M 0.2%
+20,000
97
$976K 0.19%
+5,125
98
$968K 0.19%
20,000
-120,000
99
$938K 0.19%
+10,000
100
$930K 0.18%
12,000
+7,000
2 3
4
5 6