AF

Ally Financial Portfolio holdings

AUM $810M
1-Year Est. Return 0.3%
This Quarter Est. Return
1 Year Est. Return
+0.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$25.2M
3
+$16.9M
4
AAPL icon
Apple
AAPL
+$7.77M
5
JPM icon
JPMorgan Chase
JPM
+$5.64M

Top Sells

1
+$15.8M
2
+$15M
3
+$6.15M
4
MMM icon
3M
MMM
+$5.87M
5
KO icon
Coca-Cola
KO
+$5.79M

Sector Composition

1 Technology 10.85%
2 Healthcare 10.48%
3 Communication Services 8.05%
4 Industrials 5.95%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.21%
4,000
+2,000
77
$1.82M 0.2%
+13,000
78
$1.81M 0.2%
11,000
79
$1.8M 0.2%
168,132
80
$1.74M 0.2%
12,000
81
$1.67M 0.19%
16,000
82
$1.65M 0.19%
7,000
83
$1.64M 0.18%
6,000
84
$1.58M 0.18%
14,000
85
$1.55M 0.17%
4,500
+1,500
86
$1.54M 0.17%
3,000
+1,000
87
$1.47M 0.16%
10,000
-40,000
88
$1.33M 0.15%
152,991
89
$1.23M 0.14%
110,000
90
$1.19M 0.13%
10,000
91
$1.15M 0.13%
28,000
92
$1.1M 0.12%
101,157
-29,497
93
$1.1M 0.12%
3,000
94
$1.09M 0.12%
+3,500
95
$1.09M 0.12%
15,000
96
$1.02M 0.11%
13,207
+1,207
97
$1.01M 0.11%
11,000
98
$956K 0.11%
11,000
-9,000
99
$951K 0.11%
12,500
100
$936K 0.11%
+3,000
1 2 3
4
5