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
$850M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.28M
3
+$5.11M
4
BAC icon
Bank of America
BAC
+$5.05M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.93M

Top Sells

1
+$13.5M
2
+$10.8M
3
+$10.7M
4
INTC icon
Intel
INTC
+$8.36M
5
CHRW icon
C.H. Robinson
CHRW
+$8.22M

Sector Composition

1 Financials 15.38%
2 Consumer Staples 12.5%
3 Technology 12.11%
4 Healthcare 11.33%
5 Consumer Discretionary 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-55,000
152
– –
-100,000
153
– –
-210,000
154
– –
-200,000
155
– –
-189,350
3 4 5 6
7