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
$676M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$6.46M
3
+$4.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.11M
5
GEHC icon
GE HealthCare
GEHC
+$2.8M

Top Sells

1
+$12.3M
2
+$10.9M
3
+$5.08M
4
BLK icon
Blackrock
BLK
+$4.82M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.66M

Sector Composition

1 Communication Services 15.46%
2 Technology 9.93%
3 Industrials 9.4%
4 Financials 7.99%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.41%
+34,167
52
$2.75M 0.41%
96,000
53
$2.74M 0.41%
28,000
54
$2.72M 0.4%
14,000
55
$2.62M 0.39%
8,000
56
$2.58M 0.38%
21,000
57
$2.57M 0.38%
49,000
58
$2.55M 0.38%
11,393
59
$2.54M 0.38%
168,132
60
$2.34M 0.35%
43,000
61
$2.25M 0.33%
35,000
62
$2.24M 0.33%
+40,000
63
$2.17M 0.32%
18,000
64
$1.95M 0.29%
54,000
65
$1.93M 0.29%
22,000
66
$1.75M 0.26%
11,000
67
$1.67M 0.25%
2,900
68
$1.66M 0.25%
11,000
69
$1.47M 0.22%
152,991
70
$1.44M 0.21%
22,000
71
$1.4M 0.21%
7,000
72
$1.27M 0.19%
125,000
73
$1.13M 0.17%
15,000
74
$1.1M 0.16%
30,000
75
$1.09M 0.16%
18,000
1 2
3
4 5