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
$642M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$2.73M
3
+$1.48M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M
5
DIS icon
Walt Disney
DIS
+$1.04M

Top Sells

1
+$8.15M
2
+$5.06M
3
+$4.92M
4
STT icon
State Street
STT
+$2.62M
5
CAT icon
Caterpillar
CAT
+$2.13M

Sector Composition

1 Communication Services 14.36%
2 Financials 12.14%
3 Technology 10.57%
4 Industrials 9.59%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.5K ﹤0.01%
10,295
102
– –
-5,000
103
– –
-35,000
104
– –
-155,000
105
– –
-13,000
106
– –
-4,000
107
– –
-4,129
108
– –
-43,000
109
– –
-15,000
110
– –
-500,000
1 2 3 4
5