AF

Ally Financial Portfolio holdings

AUM $819M
1-Year Est. Return 6.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$10.5M
3
+$10.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.59M

Top Sells

1
+$25.2M
2
+$15.8M
3
+$14.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.4M
5
JPM icon
JPMorgan Chase
JPM
+$9.18M

Sector Composition

1 Financials 14.15%
2 Consumer Discretionary 10.12%
3 Healthcare 9.86%
4 Communication Services 9.51%
5 Technology 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-22,000
127
– –
-105,000
128
– –
-100,000
129
– –
-45,000
130
– –
-15,000
131
– –
-28,000
2 3 4 5
6