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
$668M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$25.3M
3
+$25.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M

Top Sells

1
+$51.3M
2
+$10.3M
3
+$8.69M
4
WFC icon
Wells Fargo
WFC
+$6.55M
5
RL icon
Ralph Lauren
RL
+$4.98M

Sector Composition

1 Healthcare 10.86%
2 Financials 9.59%
3 Communication Services 8.24%
4 Energy 7.65%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.47M 0.37%
25,000
77
$2.46M 0.37%
18,000
+8,000
78
$2.42M 0.36%
+13,156
79
$2.29M 0.34%
+17,844
80
$2.08M 0.31%
+20,000
81
$2.07M 0.31%
20,000
82
$2.06M 0.31%
40,000
-200,000
83
$2.06M 0.31%
15,000
+10,000
84
$2.03M 0.3%
+35,000
85
$2.01M 0.3%
465,000
86
$1.92M 0.29%
50,000
87
$1.92M 0.29%
8,000
+500
88
$1.88M 0.28%
+10,000
89
$1.78M 0.27%
20,000
90
$1.71M 0.26%
80,000
91
$1.7M 0.25%
15,000
92
$1.64M 0.24%
100,000
93
$1.62M 0.24%
30,000
+15,000
94
$1.56M 0.23%
+10,000
95
$1.55M 0.23%
+20,000
96
$1.51M 0.23%
13,000
+3,000
97
$1.5M 0.22%
+25,000
98
$1.45M 0.22%
30,000
99
$1.45M 0.22%
20,000
100
$1.44M 0.22%
28,000
+8,000
2 3
4
5 6