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
$518M
AUM Growth
-$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$17.4M
3
+$12.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.8M
5
AAPL icon
Apple
AAPL
+$9.31M

Top Sells

1
+$35.8M
2
+$30.9M
3
+$13.6M
4
PFE icon
Pfizer
PFE
+$9.59M
5
INTC icon
Intel
INTC
+$8.09M

Sector Composition

1 Financials 12.97%
2 Healthcare 11%
3 Energy 9.71%
4 Technology 9.36%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.68M 0.33%
105,000
+18,750
77
$1.62M 0.31%
+30,000
78
$1.59M 0.31%
+8,000
79
$1.58M 0.31%
+15,000
80
$1.54M 0.3%
60,000
-60,000
81
$1.53M 0.3%
40,000
82
$1.46M 0.28%
+10,000
83
$1.44M 0.28%
100,000
84
$1.42M 0.27%
30,000
85
$1.41M 0.27%
+20,000
86
$1.41M 0.27%
+810
87
$1.39M 0.27%
+8,000
88
$1.32M 0.25%
15,000
89
$1.19M 0.23%
20,000
-95,000
90
$1.18M 0.23%
+20,000
91
$1.15M 0.22%
+15,000
92
$1.13M 0.22%
+15,000
93
$1.06M 0.2%
+7,000
94
$1.05M 0.2%
+6,000
95
$1.02M 0.2%
10,000
-5,000
96
$1.01M 0.19%
+11,000
97
$938K 0.18%
15,000
-100,000
98
$928K 0.18%
11,280
99
$919K 0.18%
15,000
100
$901K 0.17%
25,000
2 3
4
5 6