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
$828M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.7M
3
+$13.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$5.83M

Top Sells

1
+$38.2M
2
+$23M
3
+$14.1M
4
APD icon
Air Products & Chemicals
APD
+$11.1M
5
UNH icon
UnitedHealth
UNH
+$10.5M

Sector Composition

1 Healthcare 12.53%
2 Communication Services 11.02%
3 Consumer Discretionary 7.36%
4 Technology 7.17%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.45%
36,000
52
$3.6M 0.44%
43,000
53
$3.43M 0.41%
+22,000
54
$3.39M 0.41%
34,000
+7,000
55
$3.21M 0.39%
34,165
56
$3.18M 0.38%
+19,000
57
$3.12M 0.38%
133,000
58
$3.09M 0.37%
173,265
-184,608
59
$3.08M 0.37%
41,000
+11,000
60
$2.95M 0.36%
18,000
+11,000
61
$2.82M 0.34%
140,000
62
$2.77M 0.33%
+16,000
63
$2.59M 0.31%
75,000
64
$2.59M 0.31%
5,000
-6,000
65
$2.44M 0.3%
10,000
66
$2.34M 0.28%
4,000
-18,000
67
$2.31M 0.28%
40,000
68
$2.31M 0.28%
125,000
69
$2.29M 0.28%
3,700
+1,700
70
$2.17M 0.26%
9,000
71
$2.08M 0.25%
4,000
+2,000
72
$1.9M 0.23%
16,000
-12,000
73
$1.9M 0.23%
7,000
74
$1.87M 0.23%
+18,000
75
$1.79M 0.22%
151,302
1 2
3
4 5