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
$728M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$5.46M
3
+$5.08M
4
WBA
Walgreens Boots Alliance
WBA
+$4.86M
5
ABBV icon
AbbVie
ABBV
+$4.22M

Top Sells

1
+$59.9M
2
+$22.1M
3
+$12.5M
4
CSCO icon
Cisco
CSCO
+$12M
5
HD icon
Home Depot
HD
+$10.1M

Sector Composition

1 Financials 16.79%
2 Healthcare 12.78%
3 Consumer Staples 12.64%
4 Consumer Discretionary 12.06%
5 Industrials 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 2.76%
691,894
+40,109
2
$18.4M 2.53%
220,000
3
$17.9M 2.46%
215,000
4
$17.8M 2.45%
145,020
5
$17.6M 2.42%
627,130
6
$17.4M 2.39%
185,000
+15,000
7
$15.7M 2.16%
315,000
-115,000
8
$15.5M 2.13%
960,000
9
$15.4M 2.11%
360,000
10
$12.6M 1.73%
495,000
11
$12.1M 1.66%
260,000
12
$11.9M 1.64%
100,000
13
$11.3M 1.55%
180,000
14
$11.3M 1.55%
345,000
-25,000
15
$11.1M 1.53%
185,000
16
$11M 1.51%
410,000
17
$11M 1.51%
645,000
+320,000
18
$10.6M 1.45%
280,000
19
$10.3M 1.41%
445,000
20
$10.2M 1.4%
405,000
-475,000
21
$10M 1.38%
150,955
+39,725
22
$9.72M 1.34%
130,000
+30,000
23
$9.59M 1.32%
185,000
-70,000
24
$8.83M 1.21%
125,000
+15,000
25
$8.73M 1.2%
48,116
1
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