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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$9.26M
3
+$8.41M
4
META icon
Meta Platforms (Facebook)
META
+$8.25M
5
BA icon
Boeing
BA
+$7.72M

Top Sells

1
+$50.2M
2
+$30.5M
3
+$15.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$14.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.5M

Sector Composition

1 Healthcare 12.04%
2 Communication Services 11.65%
3 Financials 8.75%
4 Consumer Staples 6.83%
5 Technology 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.25M 1.11%
+17,000
27
$7.75M 1.05%
32,000
+23,000
28
$7.72M 1.04%
+40,000
29
$7.28M 0.98%
49,000
+17,000
30
$6.71M 0.91%
77,000
31
$6.38M 0.86%
105,000
32
$6.3M 0.85%
94,000
33
$6.16M 0.83%
30,000
+6,000
34
$5.87M 0.79%
133,000
35
$5.68M 0.77%
62,000
+14,000
36
$5.43M 0.73%
75,000
37
$5.3M 0.72%
59,800
+4,784
38
$5.14M 0.69%
84,000
+27,000
39
$5.13M 0.69%
70,000
40
$5.03M 0.68%
+100,000
41
$4.93M 0.67%
130,000
42
$4.83M 0.65%
131,000
43
$4.65M 0.63%
90,000
+44,100
44
$4.61M 0.62%
85,000
45
$4.54M 0.61%
23,000
+3,000
46
$4.47M 0.6%
+16,000
47
$4.16M 0.56%
27,000
48
$3.94M 0.53%
140,000
49
$3.91M 0.53%
132,000
50
$3.87M 0.52%
+40,000
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