AF

Ally Financial Portfolio holdings

AUM $819M
1-Year Est. Return 6.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.05%
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
+$4.87M
2
+$4.74M
3
+$3.91M
4
CCI icon
Crown Castle
CCI
+$3.09M
5
EL icon
Estee Lauder
EL
+$2.97M

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
– –
-21,000
102
– –
-13,000
103
– –
-15,000
1 2 3 4
5