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
$828M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.7M
3
+$13.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$5.83M

Top Sells

1
+$38.2M
2
+$23M
3
+$14.1M
4
APD icon
Air Products & Chemicals
APD
+$11.1M
5
UNH icon
UnitedHealth
UNH
+$10.5M

Sector Composition

1 Healthcare 12.53%
2 Communication Services 11.02%
3 Consumer Discretionary 7.36%
4 Technology 7.17%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.93M 0.84%
77,000
27
$6.83M 0.83%
50,000
28
$6.2M 0.75%
30,000
29
$6.05M 0.73%
22,000
30
$5.87M 0.71%
70,000
31
$5.83M 0.7%
+48,000
32
$5.67M 0.69%
14,000
33
$5.66M 0.68%
174,000
34
$5.56M 0.67%
113,000
35
$5.47M 0.66%
20,000
+2,000
36
$5.15M 0.62%
+21,000
37
$5.1M 0.62%
30,000
38
$5.07M 0.61%
16,000
39
$5M 0.6%
29,000
+16,000
40
$4.92M 0.59%
+56,000
41
$4.6M 0.56%
131,000
42
$4.4M 0.53%
105,000
+35,000
43
$4.4M 0.53%
85,000
44
$4.29M 0.52%
44,000
45
$3.91M 0.47%
103,000
46
$3.88M 0.47%
34,000
47
$3.86M 0.47%
16,000
48
$3.83M 0.46%
72,000
49
$3.79M 0.46%
22,000
50
$3.7M 0.45%
81,000
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