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
$716M
AUM Growth
-$407K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.5M
3
+$8.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.54M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.82M

Top Sells

1
+$48.8M
2
+$19.9M
3
+$12M
4
PM icon
Philip Morris
PM
+$9.23M
5
T icon
AT&T
T
+$7.91M

Sector Composition

1 Financials 16.6%
2 Healthcare 14.3%
3 Technology 10.41%
4 Energy 9.65%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.27%
20,000
102
$1.88M 0.26%
+20,000
103
$1.74M 0.24%
1,350
+100
104
$1.74M 0.24%
120,000
105
$1.7M 0.24%
20,000
106
$1.64M 0.23%
40,000
107
$1.64M 0.23%
27,820
108
$1.64M 0.23%
35,000
109
$1.62M 0.23%
50,000
110
$1.62M 0.23%
50,000
+20,000
111
$1.6M 0.22%
+40,000
112
$1.48M 0.21%
+20,000
113
$1.44M 0.2%
+20,000
114
$1.41M 0.2%
32,000
115
$1.38M 0.19%
+25,000
116
$1.24M 0.17%
45,000
117
$1.23M 0.17%
15,000
118
$1.19M 0.17%
+20,000
119
$1.16M 0.16%
135,000
120
$1.08M 0.15%
+20,000
121
$1.05M 0.15%
20,000
+2,000
122
$1M 0.14%
17,575
123
$811K 0.11%
15,000
124
$777K 0.11%
25,000
125
$767K 0.11%
95,000
2 3 4
5
6