AF

Ally Financial Portfolio holdings

AUM $810M
1-Year Est. Return 0.3%
This Quarter Est. Return
1 Year Est. Return
+0.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$988M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$13.3M
3
+$12.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.6M
5
PEP icon
PepsiCo
PEP
+$7.93M

Top Sells

1
+$25.5M
2
+$15.8M
3
+$14.9M
4
WFC icon
Wells Fargo
WFC
+$14.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.3M

Sector Composition

1 Consumer Staples 11.33%
2 Financials 10.02%
3 Energy 8.8%
4 Technology 8.67%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-260,000
152
– –
-85,000
153
– –
-140,250
154
– –
-100,000
3 4 5 6
7