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
$985M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$23.1M
3
+$7.67M
4
WFC icon
Wells Fargo
WFC
+$7.19M
5
ABBV icon
AbbVie
ABBV
+$5.44M

Top Sells

1
+$10.6M
2
+$10.4M
3
+$9.33M
4
BAC icon
Bank of America
BAC
+$8.26M
5
FCX icon
Freeport-McMoran
FCX
+$7.63M

Sector Composition

1 Financials 10.37%
2 Healthcare 9.17%
3 Consumer Staples 9.08%
4 Technology 8.65%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.22%
25,000
102
$2.11M 0.21%
50,000
103
$2.08M 0.21%
80,000
104
$2.05M 0.21%
85,000
105
$2.03M 0.21%
65,000
106
$1.96M 0.2%
50,000
107
$1.91M 0.19%
175,000
108
$1.9M 0.19%
35,000
109
$1.77M 0.18%
30,000
110
$1.74M 0.18%
15,000
111
$1.74M 0.18%
60,000
112
$1.72M 0.17%
+25,000
113
$1.71M 0.17%
45,000
114
$1.67M 0.17%
45,000
115
$1.65M 0.17%
12,000
116
$1.61M 0.16%
50,000
117
$1.54M 0.16%
+60,000
118
$1.53M 0.16%
+120,000
119
$1.49M 0.15%
15,000
120
$1.42M 0.14%
18,000
121
$1.41M 0.14%
+20,000
122
$1.34M 0.14%
+15,000
123
$1.32M 0.13%
30,000
+5,000
124
$1.31M 0.13%
40,000
-33,640
125
$1.28M 0.13%
25,000
+10,000
3 4
5
6 7