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
$668M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$25.3M
3
+$25.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M

Top Sells

1
+$51.3M
2
+$10.3M
3
+$8.69M
4
WFC icon
Wells Fargo
WFC
+$6.55M
5
RL icon
Ralph Lauren
RL
+$4.98M

Sector Composition

1 Healthcare 10.86%
2 Financials 9.59%
3 Communication Services 8.24%
4 Energy 7.65%
5 Technology 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.21%
45,000
102
$1.42M 0.21%
+15,000
103
$1.4M 0.21%
+10,000
104
$1.4M 0.21%
+15,000
105
$1.39M 0.21%
20,000
-35,000
106
$1.36M 0.2%
8,000
107
$1.16M 0.17%
+15,000
108
$1.12M 0.17%
+25,000
109
$1.12M 0.17%
5,000
+2,000
110
$1.08M 0.16%
+5,125
111
$1.04M 0.16%
11,000
112
$1.03M 0.15%
5,000
+1,500
113
$1.01M 0.15%
+7,500
114
$1.01M 0.15%
4,000
-11,000
115
$997K 0.15%
15,000
116
$979K 0.15%
11,280
117
$958K 0.14%
10,000
-20,000
118
$940K 0.14%
15,000
119
$924K 0.14%
+15,000
120
$920K 0.14%
25,000
121
$901K 0.14%
20,000
122
$885K 0.13%
6,000
123
$876K 0.13%
25,000
+10,000
124
$839K 0.13%
+5,000
125
$828K 0.12%
7,500
+2,500
2 3 4
5
6