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
$913M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.83M
3
+$7.28M
4
DIS icon
Walt Disney
DIS
+$6.13M
5
HD icon
Home Depot
HD
+$5.31M

Top Sells

1
+$12.4M
2
+$12.1M
3
+$11.9M
4
TTE icon
TotalEnergies
TTE
+$11.7M
5
AMZN icon
Amazon
AMZN
+$11.1M

Sector Composition

1 Technology 14.61%
2 Financials 12.78%
3 Healthcare 12.17%
4 Consumer Staples 11.38%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.27M 0.68%
69,933
+12,525
52
$6.24M 0.68%
133,905
53
$6.06M 0.66%
90,000
-155,000
54
$6.06M 0.66%
190,000
+110,000
55
$6.04M 0.66%
135,000
56
$5.74M 0.63%
55,000
+20,000
57
$5.62M 0.61%
79,848
58
$5.51M 0.6%
65,000
59
$5.41M 0.59%
45,000
60
$5.4M 0.59%
110,000
61
$5.31M 0.58%
+70,000
62
$5.3M 0.58%
235,000
+35,000
63
$5.26M 0.57%
125,000
+60,000
64
$5.2M 0.57%
+200,000
65
$5.16M 0.56%
70,000
+35,000
66
$5.11M 0.56%
+45,000
67
$5.07M 0.55%
55,000
+10,000
68
$5.03M 0.55%
100,000
69
$5.03M 0.55%
80,000
70
$5.01M 0.55%
75,000
71
$5M 0.55%
60,000
72
$4.98M 0.54%
+150,000
73
$4.98M 0.54%
+115,000
74
$4.94M 0.54%
135,000
-325,000
75
$4.93M 0.54%
138,075
1 2
3
4 5