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
$765M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$5.1M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.43M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.35M

Top Sells

1
+$10.4M
2
+$7.21M
3
+$6.13M
4
UNH icon
UnitedHealth
UNH
+$4.29M
5
ABBV icon
AbbVie
ABBV
+$3.87M

Sector Composition

1 Healthcare 11.38%
2 Communication Services 8.72%
3 Consumer Discretionary 8.29%
4 Financials 7.2%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.88M 0.25%
40,000
77
$1.68M 0.22%
29,000
78
$1.66M 0.22%
152,991
79
$1.63M 0.21%
+33,000
80
$1.56M 0.2%
7,000
81
$1.31M 0.17%
10,000
82
$1.31M 0.17%
11,000
83
$1.3M 0.17%
151,302
84
$1.24M 0.16%
8,000
85
$1.22M 0.16%
+5,000
86
$1.18M 0.15%
79,000
87
$1.14M 0.15%
4,213
+2,213
88
$1.13M 0.15%
5,000
89
$1.05M 0.14%
24,000
90
$1.03M 0.14%
28,000
91
$1.01M 0.13%
7,000
92
$970K 0.13%
+7,000
93
$952K 0.12%
7,000
94
$879K 0.11%
100,000
95
$867K 0.11%
+16,500
96
$507K 0.07%
25,000
97
$458K 0.06%
6,000
98
$277K 0.04%
+3,367
99
$927 ﹤0.01%
10,295
100
– –
-8,000
1 2 3
4
5