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
$680M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$12.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.58M
5
BETR icon
Better Home & Finance Holding
BETR
+$9.36M

Top Sells

1
+$36.3M
2
+$27.1M
3
+$18M
4
CRM icon
Salesforce
CRM
+$9.94M
5
FDX icon
FedEx
FDX
+$9.92M

Sector Composition

1 Healthcare 11.98%
2 Financials 10.53%
3 Communication Services 9.8%
4 Consumer Discretionary 7.89%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.51%
60,000
52
$3.44M 0.51%
140,000
53
$3.4M 0.5%
+33,000
54
$3.31M 0.49%
+46,000
55
$3.29M 0.48%
20,000
56
$3.29M 0.48%
28,500
57
$3.19M 0.47%
+57,000
58
$3.05M 0.45%
7,000
+4,000
59
$3.04M 0.45%
6,000
+3,100
60
$3.02M 0.44%
49,000
61
$3.02M 0.44%
+110,000
62
$3M 0.44%
31,000
+12,000
63
$2.98M 0.44%
40,000
64
$2.68M 0.39%
71,000
65
$2.68M 0.39%
5,500
+4,000
66
$2.59M 0.38%
8,000
67
$2.59M 0.38%
12,700
+4,700
68
$2.51M 0.37%
11,393
69
$2.45M 0.36%
110,000
70
$2.39M 0.35%
26,000
71
$2.38M 0.35%
43,000
72
$2.36M 0.35%
12,000
73
$2.36M 0.35%
22,000
74
$2.32M 0.34%
34,167
75
$2.3M 0.34%
10,000
1 2
3
4 5