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
$606M
AUM Growth
-$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$2.91M
3
+$1.13M
4
BLK icon
Blackrock
BLK
+$1.1M
5
MDT icon
Medtronic
MDT
+$807K

Top Sells

1
+$58.5M
2
+$9.78M
3
+$6.84M
4
UNH icon
UnitedHealth
UNH
+$2.57M
5
CMG icon
Chipotle Mexican Grill
CMG
+$915K

Sector Composition

1 Communication Services 14.55%
2 Financials 12.78%
3 Technology 10.58%
4 Consumer Discretionary 8.94%
5 Industrials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.29%
28,000
77
$1.77M 0.29%
44,000
78
$1.72M 0.28%
21,000
79
$1.48M 0.24%
11,000
80
$1.47M 0.24%
2,900
81
$1.31M 0.22%
7,000
82
$1.3M 0.21%
152,991
83
$1.29M 0.21%
11,000
84
$1.22M 0.2%
28,000
85
$1.2M 0.2%
8,000
86
$1.08M 0.18%
4,000
87
$1M 0.16%
15,000
88
$980K 0.16%
79,000
+19,000
89
$963K 0.16%
30,000
90
$953K 0.16%
4,129
91
$942K 0.16%
34,080
92
$934K 0.15%
5,000
93
$932K 0.15%
15,000
94
$922K 0.15%
10,000
95
$915K 0.15%
15,000
96
$902K 0.15%
18,000
97
$890K 0.15%
6,000
98
$883K 0.15%
24,000
+12,000
99
$879K 0.15%
125,000
100
$871K 0.14%
9,000
1 2 3
4
5