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
$680M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$12.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.58M
5
BETR icon
Better Home & Finance Holding
BETR
+$9.36M

Top Sells

1
+$36.3M
2
+$27.1M
3
+$18M
4
CRM icon
Salesforce
CRM
+$9.94M
5
FDX icon
FedEx
FDX
+$9.92M

Sector Composition

1 Healthcare 11.98%
2 Financials 10.53%
3 Communication Services 9.8%
4 Consumer Discretionary 7.89%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.71M 0.99%
45,000
+25,000
27
$6.69M 0.98%
70,000
28
$6.51M 0.96%
75,000
29
$6.21M 0.91%
85,000
30
$6.13M 0.9%
150,000
31
$5.89M 0.87%
215,000
+34,000
32
$5.81M 0.85%
105,000
33
$5.51M 0.81%
166,000
+41,000
34
$5.5M 0.81%
94,000
35
$5.25M 0.77%
70,000
36
$4.97M 0.73%
+55,000
37
$4.97M 0.73%
+29,000
38
$4.94M 0.73%
63,000
+8,000
39
$4.74M 0.7%
+15,000
40
$4.73M 0.7%
133,000
41
$4.44M 0.65%
48,000
+21,000
42
$4.43M 0.65%
24,000
+3,000
43
$4.41M 0.65%
131,000
44
$4.31M 0.63%
55,016
+7,176
45
$4.29M 0.63%
8,500
+5,500
46
$4.25M 0.62%
82,223
47
$4.1M 0.6%
124,000
+70,000
48
$3.9M 0.57%
27,000
+13,000
49
$3.83M 0.56%
20,000
-94,000
50
$3.83M 0.56%
+66,000
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