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
$595M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.9M
3
+$9.9M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.01M
5
META icon
Meta Platforms (Facebook)
META
+$6.9M

Top Sells

1
+$15.4M
2
+$14.6M
3
+$8.16M
4
AXP icon
American Express
AXP
+$7.26M
5
QCOM icon
Qualcomm
QCOM
+$6.85M

Sector Composition

1 Healthcare 12.12%
2 Technology 8.34%
3 Energy 8.08%
4 Communication Services 8.06%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.23M 0.88%
163,420
-2,970
27
$5.16M 0.87%
335,000
28
$5.13M 0.86%
65,000
+10,000
29
$5.04M 0.85%
60,000
30
$4.99M 0.84%
70,000
31
$4.97M 0.84%
120,000
32
$4.95M 0.83%
125,000
+15,000
33
$4.84M 0.81%
62,500
34
$4.73M 0.8%
45,000
+5,000
35
$4.66M 0.78%
65,000
36
$4.56M 0.77%
70,000
-105,000
37
$4.44M 0.75%
40,000
38
$4.33M 0.73%
80,000
39
$4.25M 0.71%
15,000
40
$4.13M 0.69%
+53,000
41
$4.07M 0.68%
65,000
42
$3.72M 0.63%
45,000
43
$3.69M 0.62%
+35,000
44
$3.66M 0.62%
35,000
+20,000
45
$3.63M 0.61%
+120,000
46
$3.44M 0.58%
50,000
47
$3.24M 0.54%
85,000
48
$3.2M 0.54%
20,000
+10,000
49
$3.2M 0.54%
45,000
+15,000
50
$3.17M 0.53%
50,000
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2
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