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
$766M
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$265M
2
+$14.9M
3
+$13.2M
4
AMZN icon
Amazon
AMZN
+$12.8M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.45M

Top Sells

1
+$31.2M
2
+$11.3M
3
+$7.62M
4
CMCSA icon
Comcast
CMCSA
+$5.28M
5
MCD icon
McDonald's
MCD
+$4.18M

Sector Composition

1 Financials 9.7%
2 Technology 7.84%
3 Communication Services 7.14%
4 Healthcare 5.97%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$514K 0.07%
+4,000
127
$496K 0.06%
+6,000
128
$478K 0.06%
+8,000
129
$476K 0.06%
+15,000
130
$435K 0.06%
+21,000
131
– –
-5,000
132
– –
-35,000
133
– –
-165,000
134
– –
-25,000
135
– –
-15,000
136
– –
-136,000
137
– –
-591,785
138
– –
-5,000
2 3 4 5
6