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
$676M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$6.46M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.11M
5
GEHC icon
GE HealthCare
GEHC
+$2.8M

Top Sells

1
+$12.3M
2
+$10.9M
3
+$5.08M
4
BLK icon
Blackrock
BLK
+$4.82M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.66M

Sector Composition

1 Communication Services 15.46%
2 Technology 9.93%
3 Industrials 9.4%
4 Financials 7.99%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.14M 1.06%
94,000
27
$7.01M 1.04%
105,000
28
$6.72M 0.99%
212,000
29
$6.48M 0.96%
85,000
30
$6.46M 0.96%
+87,000
31
$5.81M 0.86%
70,000
32
$5.64M 0.83%
46,000
33
$5.61M 0.83%
150,000
34
$5.43M 0.8%
48,000
35
$5.07M 0.75%
97,000
-25,000
36
$5.07M 0.75%
131,000
37
$4.96M 0.73%
+32,000
38
$4.63M 0.69%
28,000
39
$4.43M 0.66%
55,000
40
$4.35M 0.64%
133,000
41
$4.2M 0.62%
47,840
42
$4.01M 0.59%
21,000
43
$3.8M 0.56%
110,000
44
$3.77M 0.56%
140,000
45
$3.27M 0.48%
82,223
46
$3.14M 0.46%
36,000
47
$3M 0.44%
28,500
48
$2.95M 0.44%
60,000
49
$2.88M 0.43%
71,000
50
$2.87M 0.42%
40,000
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