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
$985M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$24.9M
3
+$8.17M
4
WFC icon
Wells Fargo
WFC
+$7.7M
5
ABBV icon
AbbVie
ABBV
+$6.51M

Top Sells

1
+$10.5M
2
+$10.4M
3
+$9.46M
4
BAC icon
Bank of America
BAC
+$8.92M
5
FCX icon
Freeport-McMoran
FCX
+$7.63M

Sector Composition

1 Financials 10.37%
2 Healthcare 9.17%
3 Consumer Staples 9.08%
4 Technology 8.65%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-15,000
152
– –
-135,000
153
– –
-45,000
3 4 5 6
7