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
$1.01B
AUM Growth
-$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$20.4M
3
+$17.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$15.2M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$15.1M

Top Sells

1
+$83.4M
2
+$32.7M
3
+$28.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$17.9M
5
WFC icon
Wells Fargo
WFC
+$17.2M

Sector Composition

1 Healthcare 11.18%
2 Financials 10.71%
3 Technology 8.21%
4 Industrials 7.6%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.15M 0.31%
66,000
77
$3.1M 0.31%
40,000
78
$3.08M 0.31%
16,000
+8,000
79
$3.04M 0.3%
8,000
+4,000
80
$2.92M 0.29%
12,000
81
$2.91M 0.29%
8,000
82
$2.9M 0.29%
190,000
83
$2.89M 0.29%
10,000
84
$2.86M 0.28%
20,000
+10,000
85
$2.75M 0.27%
+30,000
86
$2.7M 0.27%
10,000
87
$2.65M 0.26%
50,000
-236,000
88
$2.64M 0.26%
465,000
89
$2.63M 0.26%
12,000
90
$2.49M 0.25%
+25,000
91
$2.44M 0.24%
20,000
-90,000
92
$2.38M 0.24%
+50,000
93
$2.21M 0.22%
35,000
94
$2.19M 0.22%
152,991
95
$2.12M 0.21%
100,000
96
$2.08M 0.21%
9,000
97
$2.02M 0.2%
26,000
98
$1.92M 0.19%
60,000
99
$1.91M 0.19%
12,000
100
$1.88M 0.19%
22,000
2 3
4
5 6