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
$509M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.31M
3
+$4.63M
4
BAC icon
Bank of America
BAC
+$4.37M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Top Sells

1
+$76.3M
2
+$37.6M
3
+$25.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M
5
AAPL icon
Apple
AAPL
+$13.9M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.89%
3 Consumer Staples 11.95%
4 Energy 8.64%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.43%
20,000
77
$2.2M 0.43%
80,000
78
$1.98M 0.39%
45,000
79
$1.9M 0.37%
40,000
+10,000
80
$1.87M 0.37%
20,000
81
$1.82M 0.36%
8,000
82
$1.77M 0.35%
13,000
83
$1.59M 0.31%
20,000
84
$1.57M 0.31%
28,000
85
$1.55M 0.31%
30,000
86
$1.52M 0.3%
25,000
87
$1.48M 0.29%
8,000
88
$1.47M 0.29%
20,000
89
$1.42M 0.28%
+25,000
90
$1.39M 0.27%
15,000
91
$1.37M 0.27%
10,000
92
$1.35M 0.27%
+10,000
93
$1.28M 0.25%
15,000
94
$1.2M 0.24%
5,125
95
$1.11M 0.22%
+20,000
96
$1.08M 0.21%
25,000
97
$1.06M 0.21%
7,500
98
$1.04M 0.2%
5,000
99
$1.02M 0.2%
15,000
100
$1.01M 0.2%
500
+200
2 3
4
5 6