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
$806M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$10.9M
3
+$10.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.14M
5
META icon
Meta Platforms (Facebook)
META
+$5.55M

Top Sells

1
+$24.6M
2
+$15.2M
3
+$14.3M
4
AAPL icon
Apple
AAPL
+$12.2M
5
PM icon
Philip Morris
PM
+$5.68M

Sector Composition

1 Healthcare 13.01%
2 Communication Services 11.26%
3 Financials 7.56%
4 Consumer Discretionary 7.18%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.12M 0.51%
133,000
52
$3.74M 0.46%
16,000
+6,000
53
$3.53M 0.44%
34,000
+25,000
54
$3.53M 0.44%
85,000
55
$3.52M 0.44%
+22,000
56
$3.48M 0.43%
+31,000
57
$3.48M 0.43%
36,000
+7,500
58
$3.47M 0.43%
28,000
+8,000
59
$3.45M 0.43%
103,000
+32,000
60
$3.43M 0.42%
44,000
+6,000
61
$3.42M 0.42%
72,000
+32,000
62
$3.3M 0.41%
70,000
+10,000
63
$3.24M 0.4%
43,000
64
$3.22M 0.4%
81,000
65
$3.13M 0.39%
140,000
66
$2.87M 0.36%
27,000
67
$2.74M 0.34%
28,000
+2,000
68
$2.66M 0.33%
34,165
-2
69
$2.51M 0.31%
+75,000
70
$2.49M 0.31%
+11,000
71
$2.49M 0.31%
+38,000
72
$2.36M 0.29%
+11,000
73
$2.34M 0.29%
125,000
74
$2.24M 0.28%
10,000
+6,000
75
$2.23M 0.28%
5,000
-32,000
1 2
3
4 5