AF

Ally Financial Portfolio holdings

AUM $819M
1-Year Est. Return 6.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.4M
3
+$9.45M
4
V icon
Visa
V
+$8.37M
5
AMZN icon
Amazon
AMZN
+$6.93M

Top Sells

1
+$29.3M
2
+$25.2M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$12.1M
5
BA icon
Boeing
BA
+$10.6M

Sector Composition

1 Healthcare 11.39%
2 Consumer Discretionary 7.9%
3 Communication Services 7.65%
4 Technology 7.5%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.99M 0.79%
30,000
27
$6.99M 0.79%
94,000
28
$6.52M 0.74%
33,000
+8,000
29
$6.18M 0.7%
+11,000
30
$6.06M 0.68%
60,000
31
$5.93M 0.67%
19,000
-4,000
32
$5.26M 0.59%
18,000
+14,500
33
$5.13M 0.58%
14,000
+11,000
34
$5.01M 0.57%
+27,000
35
$4.86M 0.55%
+10,000
36
$4.67M 0.53%
12,000
37
$4.24M 0.48%
43,000
+5,000
38
$4.13M 0.47%
24,000
+8,000
39
$4.12M 0.47%
91,000
40
$3.91M 0.44%
16,000
41
$3.57M 0.4%
53,000
42
$3.56M 0.4%
174,000
43
$3.55M 0.4%
105,000
44
$3.52M 0.4%
125,000
45
$3.5M 0.4%
43,000
46
$3.45M 0.39%
24,000
47
$3.38M 0.38%
131,000
48
$3.36M 0.38%
32,000
+4,000
49
$3.36M 0.38%
14,000
50
$3.34M 0.38%
140,000
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