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
$988M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$13.3M
3
+$12.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.6M
5
PEP icon
PepsiCo
PEP
+$7.93M

Top Sells

1
+$25.5M
2
+$15.8M
3
+$14.9M
4
WFC icon
Wells Fargo
WFC
+$14.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.3M

Sector Composition

1 Consumer Staples 11.33%
2 Financials 10.02%
3 Energy 8.8%
4 Technology 8.67%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.24%
12,000
102
$2.37M 0.24%
45,000
103
$2.36M 0.24%
60,000
104
$2.34M 0.24%
25,000
105
$2.33M 0.24%
25,000
+10,000
106
$2.3M 0.23%
+55,000
107
$2.24M 0.23%
85,000
108
$2.22M 0.22%
+25,000
109
$2.16M 0.22%
95,000
110
$2.1M 0.21%
50,000
111
$2.04M 0.21%
35,000
112
$2.03M 0.21%
+15,000
113
$1.83M 0.19%
+15,000
114
$1.74M 0.18%
45,000
115
$1.55M 0.16%
+20,000
116
$1.54M 0.16%
+30,000
117
$1.54M 0.16%
+11,960
118
$1.54M 0.16%
18,000
119
$1.51M 0.15%
+22,500
120
$1.47M 0.15%
135,000
121
$1.45M 0.15%
+15,000
122
$1.28M 0.13%
+21,060
123
$1.25M 0.13%
+25,000
124
$1.21M 0.12%
25,000
125
$1.21M 0.12%
+47,520
3 4
5
6 7