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
$765M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$5.1M
3
+$3.63M
4
PFE icon
Pfizer
PFE
+$3.43M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.35M

Top Sells

1
+$10.4M
2
+$7.21M
3
+$6.13M
4
UNH icon
UnitedHealth
UNH
+$4.29M
5
ABBV icon
AbbVie
ABBV
+$3.87M

Sector Composition

1 Healthcare 11.38%
2 Communication Services 8.72%
3 Consumer Discretionary 8.29%
4 Financials 7.2%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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114
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-150,000
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5