AF

Ally Financial Portfolio holdings

AUM $819M
1-Year Est. Return 6.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.4M
3
+$9.45M
4
V icon
Visa
V
+$8.37M
5
AMZN icon
Amazon
AMZN
+$6.93M

Top Sells

1
+$29.3M
2
+$25.2M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$12.1M
5
BA icon
Boeing
BA
+$10.6M

Sector Composition

1 Healthcare 11.39%
2 Consumer Discretionary 7.9%
3 Communication Services 7.65%
4 Technology 7.5%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.37%
7,000
52
$3.14M 0.36%
15,000
-56,000
53
$3.12M 0.35%
103,000
54
$3.1M 0.35%
11,000
+2,500
55
$3.04M 0.34%
113,000
56
$2.98M 0.34%
133,000
57
$2.88M 0.33%
36,000
58
$2.82M 0.32%
11,000
59
$2.77M 0.31%
85,000
60
$2.75M 0.31%
34,000
61
$2.73M 0.31%
12,000
62
$2.69M 0.3%
9,000
+6,000
63
$2.62M 0.3%
+18,000
64
$2.55M 0.29%
16,000
65
$2.53M 0.29%
34,165
66
$2.44M 0.28%
11,000
+7,000
67
$2.39M 0.27%
15,000
68
$2.26M 0.26%
40,000
69
$2.2M 0.25%
12,000
70
$2.19M 0.25%
51,000
+23,000
71
$2.1M 0.24%
2,000
72
$2.09M 0.24%
27,000
+13,000
73
$1.93M 0.22%
168,132
74
$1.88M 0.21%
4,000
75
$1.82M 0.21%
20,000
+6,000
1 2
3
4 5