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
$1.05B
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$24.9M
3
+$18.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.2M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$10.7M

Top Sells

1
+$86.6M
2
+$17.9M
3
+$16.2M
4
JPM icon
JPMorgan Chase
JPM
+$15.2M
5
C icon
Citigroup
C
+$14.9M

Sector Composition

1 Healthcare 9.61%
2 Financials 9.24%
3 Technology 7.3%
4 Industrials 7.04%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.3%
80,000
-345,000
77
$3.09M 0.29%
40,000
78
$3.04M 0.29%
20,000
-100,000
79
$3.02M 0.29%
190,000
80
$2.99M 0.28%
12,000
+5,000
81
$2.86M 0.27%
+24,000
82
$2.8M 0.27%
+10,000
83
$2.71M 0.26%
25,000
84
$2.6M 0.25%
+12,000
85
$2.59M 0.25%
8,000
+3,000
86
$2.49M 0.24%
45,000
-20,000
87
$2.43M 0.23%
+10,000
88
$2.39M 0.23%
10,000
89
$2.24M 0.21%
35,000
90
$2.22M 0.21%
100,000
91
$2.16M 0.21%
465,000
92
$2.14M 0.2%
152,991
93
$2.05M 0.2%
26,000
94
$2.02M 0.19%
9,000
95
$1.96M 0.19%
+9,000
96
$1.9M 0.18%
12,000
97
$1.88M 0.18%
22,000
98
$1.7M 0.16%
+6,000
99
$1.63M 0.16%
8,000
100
$1.63M 0.16%
60,000
2 3
4
5 6