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AF

Ally Financial Portfolio holdings

AUM $804M
1-Year Est. Return 0.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$988M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$13.6M
3
+$12.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.8M
5
PEP icon
PepsiCo
PEP
+$8.12M

Top Sells

1
+$25.5M
2
+$15.8M
3
+$14.9M
4
WFC icon
Wells Fargo
WFC
+$14.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.3M

Sector Composition

1 Consumer Staples 11.33%
2 Financials 10.02%
3 Energy 8.8%
4 Technology 8.67%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.12%
+15,000
127
$1.01M 0.1%
+15,000
128
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-170,000
129
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-18,000
130
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-800,000
131
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-62,500
132
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-112,541
133
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-82,000
134
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-50,000
135
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136
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-265,000
137
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-55,640
138
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-65,000
139
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-2,800
140
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-100,000
141
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-35,000
142
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143
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144
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145
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146
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147
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-130,000
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149
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150
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-260,000
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6
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