AF
Ally Financial Portfolio holdings
AUM
$885M
1-Year Return
3.05%
This Quarter Return
+0.03%
1 Year Return
+3.05%
3 Year Return
+25.92%
5 Year Return
+35.24%
10 Year Return
+35.99%
AUM
$505M
AUM Growth
+$61M
(+14%)
Cap. Flow
+$62.2M
Cap. Flow
% of AUM
12.32%
Top 10 Holdings %
Top 10 Hldgs %
32.55%
Holding
126
New
24
Increased
34
Reduced
7
Closed
19
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$36.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.5M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$10.5M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$9.67M |
| 5 |
Cisco
CSCO
|
$8.61M |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$30.3M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$12.6M |
| 3 |
American Express
AXP
|
$10.3M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$9.99M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$9.09M |
Sector Composition
| 1 | Financials | 13.85% |
| 2 | Healthcare | 13.4% |
| 3 | Communication Services | 10.27% |
| 4 | Technology | 9.59% |
| 5 | Energy | 9.36% |