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
$820M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$23M
3
+$15.2M
4
META icon
Meta Platforms (Facebook)
META
+$9.95M
5
PEP icon
PepsiCo
PEP
+$7.91M

Top Sells

1
+$57.4M
2
+$25M
3
+$24.8M
4
C icon
Citigroup
C
+$12.5M
5
DIS icon
Walt Disney
DIS
+$9.58M

Sector Composition

1 Healthcare 13.52%
2 Communication Services 11.88%
3 Technology 9.02%
4 Industrials 6.58%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.41%
28,000
+10,000
52
$3.38M 0.41%
56,000
+15,000
53
$3.3M 0.4%
+18,000
54
$3.17M 0.39%
+53,000
55
$3.12M 0.38%
125,000
56
$3M 0.37%
103,000
57
$2.97M 0.36%
22,000
58
$2.84M 0.35%
140,000
59
$2.81M 0.34%
10,000
+6,000
60
$2.75M 0.34%
+11,000
61
$2.67M 0.33%
34,165
62
$2.67M 0.33%
133,000
63
$2.55M 0.31%
34,000
64
$2.54M 0.31%
+24,000
65
$2.53M 0.31%
36,000
+6,000
66
$2.47M 0.3%
+8,500
67
$2.42M 0.3%
75,000
68
$2.32M 0.28%
41,000
-44,000
69
$2.3M 0.28%
15,000
+9,000
70
$2.27M 0.28%
+5,000
71
$2.15M 0.26%
40,000
72
$2.02M 0.25%
+46,000
73
$1.95M 0.24%
+12,000
74
$1.9M 0.23%
152,991
75
$1.79M 0.22%
11,000
+4,000
1 2
3
4 5