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
$570M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$11M
3
+$5.53M
4
KO icon
Coca-Cola
KO
+$2.75M
5
GE icon
GE Aerospace
GE
+$2.52M

Top Sells

1
+$15.7M
2
+$14.1M
3
+$10.9M
4
CSCO icon
Cisco
CSCO
+$9.47M
5
MSFT icon
Microsoft
MSFT
+$8.93M

Sector Composition

1 Financials 14.62%
2 Energy 11.36%
3 Healthcare 10.99%
4 Technology 9.74%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.31%
+15,000
77
$1.75M 0.31%
+25,000
78
$1.73M 0.3%
+15,000
79
$1.63M 0.29%
15,000
80
$1.62M 0.28%
+30,000
81
$1.6M 0.28%
20,000
82
$1.54M 0.27%
+2,000
83
$1.52M 0.27%
10,000
-18,500
84
$1.51M 0.26%
15,000
85
$1.47M 0.26%
20,000
86
$1.31M 0.23%
95,000
87
$1.29M 0.23%
10,000
88
$1.27M 0.22%
55,000
-95,000
89
$1.23M 0.22%
30,000
90
$1.19M 0.21%
32,000
91
$1.17M 0.2%
15,000
92
$1.17M 0.2%
+10,489
93
$1.16M 0.2%
30,000
+5,000
94
$1.12M 0.2%
+30,000
95
$1.11M 0.2%
+7,000
96
$919K 0.16%
25,000
97
$912K 0.16%
17,575
98
$890K 0.16%
15,000
99
$856K 0.15%
+12,000
100
$64K 0.01%
4,000
1 2 3
4
5