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
$717M
AUM Growth
-$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.45M
3
+$5.06M
4
CVS icon
CVS Health
CVS
+$3.91M
5
WMT icon
Walmart
WMT
+$3.37M

Top Sells

1
+$98.6M
2
+$51.7M
3
+$17.5M
4
MSFT icon
Microsoft
MSFT
+$16.9M
5
KO icon
Coca-Cola
KO
+$16.3M

Sector Composition

1 Financials 14.69%
2 Healthcare 13.19%
3 Energy 9.38%
4 Consumer Staples 7.79%
5 Technology 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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148
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2 3 4 5
6