AF

Ally Financial Portfolio holdings

AUM $810M
1-Year Est. Return 0.3%
This Quarter Est. Return
1 Year Est. Return
+0.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$599M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$4.22M
3
+$3.24M
4
NKE icon
Nike
NKE
+$2.76M
5
PFE icon
Pfizer
PFE
+$2.64M

Top Sells

1
+$47.5M
2
+$15.5M
3
+$11.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$9.2M

Sector Composition

1 Financials 17.91%
2 Healthcare 14.06%
3 Technology 11.79%
4 Energy 11.16%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-25,000
127
– –
-85,000
128
– –
-35,000
129
– –
-130,000
130
– –
-20,000
131
– –
-44,635
132
– –
-35,000
133
– –
-5,829
134
– –
-30,256
2 3 4 5
6