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
$642M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$2.73M
3
+$1.48M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$8.15M
2
+$5.06M
3
+$4.92M
4
STT icon
State Street
STT
+$2.62M
5
CAT icon
Caterpillar
CAT
+$2.13M

Sector Composition

1 Communication Services 14.36%
2 Financials 12.14%
3 Technology 10.57%
4 Industrials 9.59%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.6M 0.25%
2,900
77
$1.59M 0.25%
168,132
78
$1.39M 0.22%
7,000
79
$1.26M 0.2%
8,000
80
$1.26M 0.2%
11,000
81
$1.21M 0.19%
34,080
82
$1.2M 0.19%
28,000
83
$1.15M 0.18%
15,000
84
$1.09M 0.17%
22,000
85
$1.05M 0.16%
15,000
86
$1.02M 0.16%
100,000
87
$1.01M 0.16%
30,000
88
$1.01M 0.16%
125,000
89
$995K 0.16%
24,000
90
$988K 0.15%
9,000
91
$965K 0.15%
79,000
92
$930K 0.14%
10,000
93
$900K 0.14%
18,000
94
$894K 0.14%
6,000
95
$887K 0.14%
6,000
96
$837K 0.13%
5,000
97
$770K 0.12%
7,000
98
$602K 0.09%
13,000
99
$528K 0.08%
2,200
100
$522K 0.08%
25,000
1 2 3
4
5