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
$525M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$22.9M
3
+$8.27M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
RTX icon
RTX Corp
RTX
+$5.22M

Top Sells

1
+$16.3M
2
+$14.1M
3
+$9.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.67M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.62M

Sector Composition

1 Financials 11.96%
2 Healthcare 11.04%
3 Communication Services 9.35%
4 Consumer Staples 9.22%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.91M 1.13%
65,000
-10,000
27
$5.67M 1.08%
70,000
28
$5.46M 1.04%
23,000
+2,000
29
$5.45M 1.04%
215,000
30
$5.42M 1.03%
33,000
+23,000
31
$5.4M 1.03%
120,000
32
$5.39M 1.03%
45,000
33
$5.3M 1.01%
+100,000
34
$5.29M 1.01%
110,000
+90,000
35
$5.22M 0.99%
+71,505
36
$5.01M 0.95%
190,000
37
$4.7M 0.89%
15,000
38
$4.56M 0.87%
88,000
39
$4.55M 0.87%
95,000
40
$4.5M 0.86%
70,000
41
$4.42M 0.84%
72,365
+19,965
42
$4.24M 0.81%
48,000
43
$4.19M 0.8%
60,000
44
$3.83M 0.73%
320,000
45
$3.72M 0.71%
50,000
46
$3.53M 0.67%
23,000
47
$3.49M 0.66%
80,000
-225,000
48
$3.48M 0.66%
55,000
49
$3.48M 0.66%
45,000
50
$3.38M 0.64%
55,000
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