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
$595M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.9M
3
+$9.9M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.01M
5
META icon
Meta Platforms (Facebook)
META
+$6.9M

Top Sells

1
+$15.4M
2
+$14.6M
3
+$8.16M
4
AXP icon
American Express
AXP
+$7.26M
5
QCOM icon
Qualcomm
QCOM
+$6.85M

Sector Composition

1 Healthcare 12.12%
2 Technology 8.34%
3 Energy 8.08%
4 Communication Services 8.06%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.34%
+55,000
77
$1.97M 0.33%
12,000
78
$1.94M 0.33%
+25,000
79
$1.88M 0.32%
155,000
80
$1.83M 0.31%
15,000
81
$1.81M 0.3%
20,000
82
$1.72M 0.29%
+35,000
83
$1.72M 0.29%
50,000
84
$1.57M 0.26%
20,000
85
$1.56M 0.26%
15,000
86
$1.54M 0.26%
+15,000
87
$1.53M 0.26%
+20,000
88
$1.32M 0.22%
+15,000
89
$1.31M 0.22%
+20,000
90
$1.25M 0.21%
+5,000
91
$1.22M 0.21%
75,000
+20,000
92
$1.18M 0.2%
+20,960
93
$1.15M 0.19%
32,000
94
$1.13M 0.19%
30,000
95
$1.11M 0.19%
+60,000
96
$1.08M 0.18%
15,000
97
$981K 0.16%
+130,000
98
$980K 0.16%
15,000
99
$936K 0.16%
25,000
100
$913K 0.15%
+8,000
2 3
4
5 6