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
$806M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$10.9M
3
+$10.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.14M
5
META icon
Meta Platforms (Facebook)
META
+$5.55M

Top Sells

1
+$24.6M
2
+$15.2M
3
+$14.3M
4
AAPL icon
Apple
AAPL
+$12.2M
5
PM icon
Philip Morris
PM
+$5.68M

Sector Composition

1 Healthcare 13.01%
2 Communication Services 11.26%
3 Financials 7.56%
4 Consumer Discretionary 7.18%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.25M 0.9%
53,000
+4,000
27
$6.41M 0.79%
30,000
28
$6.22M 0.77%
32,000
+9,000
29
$6.11M 0.76%
11,000
+6,000
30
$6.11M 0.76%
105,000
31
$6.06M 0.75%
77,000
32
$5.98M 0.74%
16,000
+6,000
33
$5.77M 0.72%
22,000
+6,000
34
$5.45M 0.68%
94,000
35
$5.4M 0.67%
75,000
36
$5.35M 0.66%
84,000
37
$5.17M 0.64%
130,000
38
$5.15M 0.64%
+30,000
39
$5.11M 0.63%
50,000
-9,800
40
$5.1M 0.63%
20,000
+13,000
41
$4.95M 0.61%
30,000
-32,000
42
$4.95M 0.61%
174,000
+42,000
43
$4.91M 0.61%
100,000
44
$4.88M 0.61%
113,000
+23,000
45
$4.85M 0.6%
11,000
+5,500
46
$4.82M 0.6%
+14,000
47
$4.8M 0.6%
70,000
48
$4.63M 0.57%
18,000
+10,320
49
$4.25M 0.53%
+14,000
50
$4.22M 0.52%
131,000
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