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
$595M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.9M
3
+$9.9M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.01M
5
META icon
Meta Platforms (Facebook)
META
+$6.9M

Top Sells

1
+$15.4M
2
+$14.6M
3
+$8.16M
4
AXP icon
American Express
AXP
+$7.26M
5
QCOM icon
Qualcomm
QCOM
+$6.85M

Sector Composition

1 Healthcare 12.12%
2 Technology 8.34%
3 Energy 8.08%
4 Communication Services 8.06%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.53%
15,000
52
$3.14M 0.53%
45,000
53
$2.93M 0.49%
25,000
54
$2.81M 0.47%
20,000
55
$2.79M 0.47%
12,000
56
$2.74M 0.46%
40,000
+28,000
57
$2.72M 0.46%
+75,000
58
$2.68M 0.45%
20,000
+10,000
59
$2.63M 0.44%
35,000
60
$2.63M 0.44%
+18,000
61
$2.59M 0.44%
35,000
+10,000
62
$2.57M 0.43%
35,000
+15,000
63
$2.54M 0.43%
18,000
+11,000
64
$2.52M 0.42%
+30,000
65
$2.5M 0.42%
65,000
66
$2.49M 0.42%
+35,000
67
$2.43M 0.41%
80,000
+15,000
68
$2.38M 0.4%
40,000
-30,000
69
$2.33M 0.39%
215,000
+120,000
70
$2.32M 0.39%
80,000
+50,000
71
$2.32M 0.39%
20,867
+10,378
72
$2.19M 0.37%
80,000
73
$2.15M 0.36%
50,000
74
$2.06M 0.35%
45,000
75
$2.04M 0.34%
35,000
+5,000
1 2
3
4 5