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
$608M
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$26.2M
3
+$7.5M
4
HON icon
Honeywell
HON
+$3.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.39M

Top Sells

1
+$389M
2
+$27.3M
3
+$15.1M
4
META icon
Meta Platforms (Facebook)
META
+$11M
5
MSFT icon
Microsoft
MSFT
+$10.7M

Sector Composition

1 Financials 12.9%
2 Healthcare 10.84%
3 Industrials 9.95%
4 Communication Services 7.8%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.18M 0.69%
131,000
52
$4.02M 0.66%
23,000
53
$3.98M 0.65%
54,038
54
$3.89M 0.64%
26,000
55
$3.78M 0.62%
34,000
56
$3.21M 0.53%
35,000
57
$3.17M 0.52%
25,000
58
$3.04M 0.5%
500,000
59
$2.96M 0.49%
95,000
60
$2.95M 0.49%
30,000
61
$2.94M 0.48%
30,000
62
$2.94M 0.48%
140,000
63
$2.86M 0.47%
30,000
+10,000
64
$2.81M 0.46%
55,000
65
$2.74M 0.45%
30,000
66
$2.71M 0.45%
16,000
67
$2.57M 0.42%
43,000
68
$2.55M 0.42%
7,000
69
$2.42M 0.4%
78,000
70
$2.39M 0.39%
10,250
71
$2.39M 0.39%
65,000
72
$2.39M 0.39%
20,000
73
$2.23M 0.37%
120,000
74
$2.17M 0.36%
25,000
75
$2.17M 0.36%
135,000
1 2
3
4 5