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
$582M
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$15.4M
3
+$14.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.96M
5
JPM icon
JPMorgan Chase
JPM
+$3.58M

Top Sells

1
+$21.4M
2
+$16.1M
3
+$14.8M
4
DIS icon
Walt Disney
DIS
+$6.11M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.87M

Sector Composition

1 Technology 18.93%
2 Financials 13.7%
3 Communication Services 11.41%
4 Healthcare 10.11%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.28%
+65,000
77
$1.57M 0.27%
35,000
78
$1.51M 0.26%
32,500
+14,500
79
$1.48M 0.25%
+35,000
80
$1.47M 0.25%
465,000
81
$1.45M 0.25%
50,000
82
$1.44M 0.25%
60,000
+28,000
83
$1.4M 0.24%
200,000
84
$1.28M 0.22%
45,000
85
$1.19M 0.2%
30,000
86
$1.18M 0.2%
6,000
87
$1.18M 0.2%
13,000
88
$1.15M 0.2%
+23,332
89
$1.11M 0.19%
+6,000
90
$1.09M 0.19%
15,000
91
$1.01M 0.17%
+12,000
92
$965K 0.17%
25,000
+10,000
93
$907K 0.16%
+20,000
94
$707K 0.12%
15,000
95
$690K 0.12%
+23,333
96
$556K 0.1%
25,000
97
$542K 0.09%
21,000
98
$531K 0.09%
2,000
99
– –
-4,000
100
– –
-240,000
1 2 3
4
5