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
$444M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.22M
3
+$4.62M
4
VZ icon
Verizon
VZ
+$4.29M
5
GE icon
GE Aerospace
GE
+$4.02M

Top Sells

1
+$69.3M
2
+$52.1M
3
+$25M
4
AAPL icon
Apple
AAPL
+$17.2M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Healthcare 15.02%
2 Financials 13.01%
3 Energy 9.85%
4 Communication Services 9.45%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.66%
20,000
52
$2.93M 0.66%
17,000
+5,000
53
$2.89M 0.65%
65,000
54
$2.84M 0.64%
20,000
-40,000
55
$2.82M 0.64%
35,000
56
$2.79M 0.63%
45,000
57
$2.7M 0.61%
30,000
58
$2.69M 0.61%
22,432
+1,565
59
$2.68M 0.6%
10,000
+5,000
60
$2.61M 0.59%
32,000
+12,000
61
$2.6M 0.59%
20,000
+5,000
62
$2.6M 0.59%
+110,000
63
$2.57M 0.58%
50,000
64
$2.57M 0.58%
+75,000
65
$2.54M 0.57%
30,000
+10,000
66
$2.5M 0.56%
40,000
+25,000
67
$2.49M 0.56%
79,440
+59,580
68
$2.49M 0.56%
50,000
+15,000
69
$2.46M 0.55%
30,000
+5,000
70
$2.45M 0.55%
55,000
-195,000
71
$2.44M 0.55%
35,000
72
$2.38M 0.54%
35,000
73
$2.38M 0.54%
50,490
-62,832
74
$2.36M 0.53%
+50,000
75
$2.33M 0.52%
80,000
1 2
3
4 5