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
$913M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.83M
3
+$7.28M
4
DIS icon
Walt Disney
DIS
+$6.13M
5
HD icon
Home Depot
HD
+$5.31M

Top Sells

1
+$12.4M
2
+$12.1M
3
+$11.9M
4
TTE icon
TotalEnergies
TTE
+$11.7M
5
AMZN icon
Amazon
AMZN
+$11.1M

Sector Composition

1 Technology 14.61%
2 Financials 12.78%
3 Healthcare 12.17%
4 Consumer Staples 11.38%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.97M 1.09%
115,000
+55,000
27
$9.95M 1.08%
205,000
+150,000
28
$9.86M 1.07%
235,620
-297,330
29
$9.71M 1.06%
380,000
-250,000
30
$9.63M 1.05%
265,000
31
$9.48M 1.03%
405,000
+185,000
32
$9.45M 1.03%
125,000
-60,000
33
$9.35M 1.02%
157,000
34
$9.35M 1.02%
130,000
35
$9.03M 0.98%
400,000
36
$8.84M 0.96%
100,000
-100,000
37
$8.34M 0.91%
165,000
38
$8.14M 0.89%
90,000
39
$8.09M 0.88%
344,520
40
$7.9M 0.86%
65,000
41
$7.74M 0.84%
120,000
+95,000
42
$7.58M 0.83%
28,000
+8,000
43
$7.54M 0.82%
83,440
-52,150
44
$7.41M 0.81%
120,000
-60,000
45
$7.41M 0.81%
100,000
+15,000
46
$7.29M 0.8%
292,140
+2,164
47
$7.22M 0.79%
75,000
+25,000
48
$7.12M 0.78%
45,000
49
$6.82M 0.74%
30,000
+2,000
50
$6.54M 0.71%
120,000
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