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
$906M
AUM Growth
+$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$96.6M
2 +$25.5M
3 +$22.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.4M
5
MRK icon
Merck
MRK
+$10.3M

Top Sells

1 +$18.4M
2 +$11.3M
3 +$9.02M
4
STT icon
State Street
STT
+$8.46M
5
BAC icon
Bank of America
BAC
+$6.35M

Sector Composition

1 Financials 11.43%
2 Healthcare 10.17%
3 Consumer Discretionary 9.89%
4 Technology 9.14%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-112,000
152
-50,000
153
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154
-38,000
155
-95,000
156
-20,000
157
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