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
$509M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6.31M
3
+$4.63M
4
BAC icon
Bank of America
BAC
+$4.37M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.25M

Top Sells

1
+$76.3M
2
+$37.6M
3
+$25.3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15.6M
5
AAPL icon
Apple
AAPL
+$13.9M

Sector Composition

1 Financials 14.6%
2 Healthcare 13.89%
3 Consumer Staples 11.95%
4 Energy 8.64%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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138
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6