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
$609M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$10.7M
3
+$10.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.91M

Top Sells

1
+$25.2M
2
+$15.8M
3
+$14.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.4M
5
JPM icon
JPMorgan Chase
JPM
+$9.18M

Sector Composition

1 Financials 14.15%
2 Consumer Discretionary 10.12%
3 Healthcare 9.86%
4 Communication Services 9.51%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.4%
60,000
77
$2.35M 0.39%
+25,000
78
$2.16M 0.35%
100,000
79
$2.12M 0.35%
12,000
80
$2.1M 0.34%
50,000
81
$2.06M 0.34%
+30,000
82
$2M 0.33%
40,000
-50,000
83
$1.87M 0.31%
+12,000
84
$1.81M 0.3%
+10,000
85
$1.62M 0.27%
5,000
86
$1.62M 0.27%
60,000
87
$1.61M 0.26%
+8,000
88
$1.52M 0.25%
75,000
89
$1.52M 0.25%
15,000
-17,000
90
$1.5M 0.25%
23,332
91
$1.48M 0.24%
+25,000
92
$1.46M 0.24%
+40,000
93
$1.45M 0.24%
60,000
+15,000
94
$1.28M 0.21%
50,000
95
$1.28M 0.21%
23,332
96
$1.2M 0.2%
20,000
-145,000
97
$1.19M 0.2%
4,000
98
$1.18M 0.19%
8,000
99
$1.17M 0.19%
45,000
100
$1.14M 0.19%
15,000
-40,000
2 3
4
5 6