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
$715M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$4.58M
2 +$4.46M
3 +$3.88M
4
CCI icon
Crown Castle
CCI
+$2.96M
5
MET icon
MetLife
MET
+$2.83M

Top Sells

1 +$15.6M
2 +$6.72M
3 +$5.43M
4
AMAT icon
Applied Materials
AMAT
+$2.58M
5
RCL icon
Royal Caribbean
RCL
+$1.44M

Sector Composition

1 Communication Services 16.77%
2 Industrials 9.88%
3 Financials 8.74%
4 Healthcare 8.05%
5 Consumer Discretionary 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-54,000
102
-22,000
103
-212,000