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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$9.26M
3
+$8.41M
4
META icon
Meta Platforms (Facebook)
META
+$8.25M
5
BA icon
Boeing
BA
+$7.72M

Top Sells

1
+$50.2M
2
+$30.5M
3
+$15.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$14.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.5M

Sector Composition

1 Healthcare 12.04%
2 Communication Services 11.65%
3 Financials 8.75%
4 Consumer Staples 6.83%
5 Technology 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.84M 0.52%
82,223
52
$3.81M 0.51%
28,500
53
$3.63M 0.49%
7,000
54
$3.62M 0.49%
81,000
+27,000
55
$3.47M 0.47%
+38,000
56
$3.47M 0.47%
10,000
+4,500
57
$3.34M 0.45%
8,000
58
$3.29M 0.44%
60,000
59
$3.19M 0.43%
43,000
60
$3.11M 0.42%
34,167
61
$3.07M 0.41%
40,000
62
$3.03M 0.41%
71,000
63
$2.9M 0.39%
+50,000
64
$2.75M 0.37%
26,000
65
$2.73M 0.37%
28,000
-34,000
66
$2.65M 0.36%
+5,500
67
$2.64M 0.36%
20,000
-23,000
68
$2.52M 0.34%
+5,000
69
$2.47M 0.33%
10,000
+5,000
70
$2.4M 0.32%
53,000
71
$2.39M 0.32%
110,000
72
$2.31M 0.31%
+7,680
73
$2.27M 0.31%
+5,000
74
$2.04M 0.28%
125,000
75
$2M 0.27%
+40,000
1 2
3
4 5