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
$503M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$10.4M
3
+$10.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.76M
5
CVX icon
Chevron
CVX
+$6.85M

Top Sells

1
+$10.8M
2
+$10.5M
3
+$9.95M
4
COP icon
ConocoPhillips
COP
+$8.01M
5
PEP icon
PepsiCo
PEP
+$7.83M

Sector Composition

1 Financials 12.75%
2 Communication Services 12.06%
3 Consumer Staples 10.35%
4 Healthcare 7.62%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.36%
45,000
77
$1.73M 0.34%
5,000
+3,000
78
$1.64M 0.33%
8,000
+4,000
79
$1.61M 0.32%
28,000
80
$1.59M 0.32%
+5,000
81
$1.51M 0.3%
25,000
82
$1.5M 0.3%
10,000
+5,000
83
$1.44M 0.29%
+65,000
84
$1.42M 0.28%
15,000
85
$1.36M 0.27%
10,000
86
$1.13M 0.22%
10,000
-65,000
87
$1.13M 0.22%
7,500
88
$1.12M 0.22%
+3,000
89
$1.1M 0.22%
15,000
90
$1.09M 0.22%
11,280
91
$1.08M 0.21%
25,000
92
$1.04M 0.21%
5,000
93
$1.03M 0.21%
+5,000
94
$991K 0.2%
+30,000
95
$987K 0.2%
23,000
+3,000
96
$979K 0.19%
12,000
+5,000
97
$979K 0.19%
7,500
98
$949K 0.19%
10,000
99
$947K 0.19%
+24,000
100
$867K 0.17%
10,000
2 3
4
5 6