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
$444M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.22M
3
+$4.62M
4
VZ icon
Verizon
VZ
+$4.29M
5
GE icon
GE Aerospace
GE
+$4.02M

Top Sells

1
+$69.3M
2
+$52.1M
3
+$25M
4
AAPL icon
Apple
AAPL
+$17.2M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Healthcare 15.02%
2 Financials 13.01%
3 Energy 9.85%
4 Communication Services 9.45%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 1.15%
85,000
+45,000
27
$5.05M 1.14%
88,000
+18,000
28
$4.88M 1.1%
100,000
+88,000
29
$4.69M 1.06%
60,000
30
$4.62M 1.04%
+83,000
31
$4.43M 1%
70,000
32
$4.42M 1%
65,000
33
$4.24M 0.95%
65,000
34
$4.1M 0.92%
15,000
35
$3.92M 0.88%
35,000
36
$3.84M 0.87%
25,000
+7,000
37
$3.82M 0.86%
16,000
+1,000
38
$3.76M 0.85%
+35,000
39
$3.74M 0.84%
45,000
40
$3.61M 0.81%
100,000
+25,000
41
$3.51M 0.79%
+40,000
42
$3.41M 0.77%
23,000
+3,000
43
$3.31M 0.75%
85,000
44
$3.3M 0.74%
50,000
45
$3.18M 0.72%
52,400
+31,440
46
$3.06M 0.69%
100,000
+20,000
47
$3.04M 0.68%
+55,000
48
$2.99M 0.67%
55,000
+20,000
49
$2.97M 0.67%
255,000
+100,000
50
$2.96M 0.67%
25,000
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