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
$1.06B
AUM Growth
+$443M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$80M
3
+$17.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$14.2M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$12.5M

Top Sells

1
+$14.8M
2
+$11.2M
3
+$8.61M
4
HON icon
Honeywell
HON
+$8.23M
5
UNH icon
UnitedHealth
UNH
+$7.48M

Sector Composition

1 Financials 11.96%
2 Technology 9.3%
3 Healthcare 9.02%
4 Communication Services 6.01%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.12M 0.29%
+14,000
77
$3.03M 0.28%
65,000
78
$2.87M 0.27%
152,991
+17,991
79
$2.84M 0.27%
40,000
+16,668
80
$2.82M 0.26%
190,000
+70,000
81
$2.78M 0.26%
20,000
82
$2.71M 0.25%
25,000
83
$2.71M 0.25%
125,000
+35,000
84
$2.5M 0.23%
+5,000
85
$2.49M 0.23%
+18,500
86
$2.39M 0.22%
+9,000
87
$2.25M 0.21%
+10,000
88
$2.11M 0.2%
8,000
89
$2.05M 0.19%
30,000
90
$1.94M 0.18%
35,000
91
$1.93M 0.18%
+9,000
92
$1.93M 0.18%
26,000
93
$1.86M 0.18%
50,000
94
$1.85M 0.17%
12,000
95
$1.81M 0.17%
60,000
96
$1.72M 0.16%
100,000
97
$1.71M 0.16%
10,000
98
$1.67M 0.16%
40,000
99
$1.64M 0.15%
22,000
+8,000
100
$1.61M 0.15%
7,000
2 3
4
5 6