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
$621M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12M
3
+$5.13M
4
WMT icon
Walmart
WMT
+$4.2M
5
INTC icon
Intel
INTC
+$3.21M

Top Sells

1
+$40.3M
2
+$7.5M
3
+$7.01M
4
MCD icon
McDonald's
MCD
+$4.61M
5
UPS icon
United Parcel Service
UPS
+$3.78M

Sector Composition

1 Healthcare 11.65%
2 Financials 11.6%
3 Communication Services 9.62%
4 Industrials 8.62%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23M 0.36%
+15,000
77
$2M 0.32%
135,000
78
$1.83M 0.3%
+7,000
79
$1.79M 0.29%
120,000
80
$1.78M 0.29%
7,000
81
$1.67M 0.27%
+30,000
82
$1.65M 0.27%
35,000
83
$1.62M 0.26%
60,000
84
$1.62M 0.26%
26,000
85
$1.61M 0.26%
8,000
86
$1.6M 0.26%
58,000
87
$1.55M 0.25%
60,000
88
$1.48M 0.24%
16,000
+6,000
89
$1.47M 0.24%
10,000
90
$1.45M 0.23%
30,000
91
$1.4M 0.23%
50,000
92
$1.4M 0.22%
10,000
93
$1.39M 0.22%
12,000
94
$1.37M 0.22%
90,000
95
$1.34M 0.22%
8,000
96
$1.29M 0.21%
23,332
97
$1.2M 0.19%
15,000
98
$1.18M 0.19%
40,000
99
$1.12M 0.18%
100,000
100
$1.09M 0.18%
465,000
1 2 3
4
5