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
$913M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$8.83M
3
+$7.28M
4
DIS icon
Walt Disney
DIS
+$6.13M
5
HD icon
Home Depot
HD
+$5.31M

Top Sells

1
+$12.4M
2
+$12.1M
3
+$11.9M
4
TTE icon
TotalEnergies
TTE
+$11.7M
5
AMZN icon
Amazon
AMZN
+$11.1M

Sector Composition

1 Technology 14.61%
2 Financials 12.78%
3 Healthcare 12.17%
4 Consumer Staples 11.38%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.93M 0.54%
75,000
77
$4.85M 0.53%
110,000
-95,000
78
$4.81M 0.52%
195,000
-210,000
79
$4.8M 0.52%
95,000
+20,000
80
$4.8M 0.52%
+75,000
81
$4.78M 0.52%
85,000
-10,000
82
$4.66M 0.51%
167,500
83
$4.31M 0.47%
90,000
84
$4M 0.44%
+75,000
85
$3.85M 0.42%
+55,000
86
$3.74M 0.41%
+47,201
87
$3.66M 0.4%
60,000
-33,624
88
$3.52M 0.38%
+280,000
89
$3.49M 0.38%
+147,775
90
$3.02M 0.33%
+95,000
91
$2.87M 0.31%
+60,000
92
$2.82M 0.31%
70,000
93
$2.82M 0.31%
100,000
94
$2.76M 0.3%
26,000
95
$2.75M 0.3%
40,000
96
$2.71M 0.3%
+280,000
97
$2.68M 0.29%
+60,000
98
$2.66M 0.29%
+88,000
99
$2.58M 0.28%
75,000
100
$2.54M 0.28%
+35,000
2 3
4
5 6