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
$733M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$44.2M
3
+$4.03M
4
WFC icon
Wells Fargo
WFC
+$3.92M
5
NFLX icon
Netflix
NFLX
+$2.62M

Top Sells

1
+$51.1M
2
+$49.1M
3
+$20.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$13.3M
5
PFE icon
Pfizer
PFE
+$6.21M

Sector Composition

1 Communication Services 14%
2 Financials 12.26%
3 Technology 10.61%
4 Consumer Discretionary 7.67%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.14M 0.29%
28,000
+6,000
77
$2.02M 0.28%
44,000
78
$2.01M 0.27%
22,000
79
$1.91M 0.26%
21,000
80
$1.73M 0.24%
151,302
81
$1.69M 0.23%
+11,000
82
$1.64M 0.22%
11,000
83
$1.6M 0.22%
152,991
84
$1.58M 0.21%
2,900
+900
85
$1.35M 0.18%
21,000
+16,000
86
$1.33M 0.18%
28,000
87
$1.26M 0.17%
8,000
88
$1.22M 0.17%
7,000
89
$1.18M 0.16%
60,000
+11,000
90
$1.15M 0.16%
4,000
91
$1.08M 0.15%
125,000
92
$1.04M 0.14%
10,000
93
$1.02M 0.14%
4,000
94
$1.02M 0.14%
4,129
95
$1M 0.14%
34,080
96
$995K 0.14%
18,000
97
$978K 0.13%
9,000
98
$953K 0.13%
30,000
99
$915K 0.12%
35,000
100
$894K 0.12%
7,000
1 2 3
4
5