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
$525M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$22.9M
3
+$8.27M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
RTX icon
RTX Corp
RTX
+$5.22M

Top Sells

1
+$16.3M
2
+$14.1M
3
+$9.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.67M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.62M

Sector Composition

1 Financials 11.96%
2 Healthcare 11.04%
3 Communication Services 9.35%
4 Consumer Staples 9.22%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.28M 0.62%
16,000
52
$3.27M 0.62%
150,000
53
$3.27M 0.62%
85,000
+20,000
54
$3.25M 0.62%
55,000
55
$3.2M 0.61%
40,000
+28,000
56
$3.05M 0.58%
75,000
+20,000
57
$2.91M 0.55%
120,000
+55,000
58
$2.91M 0.55%
+40,000
59
$2.9M 0.55%
25,000
+15,000
60
$2.84M 0.54%
35,000
61
$2.79M 0.53%
25,000
+24,100
62
$2.73M 0.52%
+25,000
63
$2.7M 0.51%
+45,000
64
$2.68M 0.51%
50,000
65
$2.67M 0.51%
85,000
66
$2.57M 0.49%
+28,000
67
$2.54M 0.48%
30,000
68
$2.54M 0.48%
+40,000
69
$2.51M 0.48%
+40,000
70
$2.34M 0.45%
45,000
-39,150
71
$2.33M 0.44%
+30,000
72
$2.31M 0.44%
48,000
73
$2.29M 0.44%
50,000
74
$2.2M 0.42%
45,000
75
$2.13M 0.4%
+20,000
1 2
3
4 5