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
$820M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$23M
3
+$15.2M
4
META icon
Meta Platforms (Facebook)
META
+$9.95M
5
PEP icon
PepsiCo
PEP
+$7.91M

Top Sells

1
+$57.4M
2
+$25M
3
+$24.8M
4
C icon
Citigroup
C
+$12.5M
5
DIS icon
Walt Disney
DIS
+$9.58M

Sector Composition

1 Healthcare 13.52%
2 Communication Services 11.88%
3 Technology 9.02%
4 Industrials 6.58%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 0.81%
15,000
+10,000
27
$6.45M 0.79%
50,000
28
$6.36M 0.78%
75,000
29
$6.15M 0.75%
77,000
30
$5.79M 0.71%
+93,000
31
$5.26M 0.64%
105,000
32
$5.09M 0.62%
21,000
33
$5.05M 0.62%
23,000
-113,000
34
$4.83M 0.59%
174,000
35
$4.43M 0.54%
12,000
+8,000
36
$4.29M 0.52%
113,000
37
$4.16M 0.51%
8,000
+4,300
38
$4.06M 0.5%
16,000
39
$4.03M 0.49%
36,000
40
$4.03M 0.49%
105,000
41
$4.02M 0.49%
131,000
42
$3.87M 0.47%
81,000
43
$3.85M 0.47%
34,000
44
$3.75M 0.46%
22,000
45
$3.63M 0.44%
16,000
46
$3.62M 0.44%
19,000
47
$3.61M 0.44%
14,000
+4,000
48
$3.55M 0.43%
+20,000
49
$3.47M 0.42%
43,000
50
$3.44M 0.42%
15,000
+11,000
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