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
$444M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.22M
3
+$4.62M
4
VZ icon
Verizon
VZ
+$4.29M
5
GE icon
GE Aerospace
GE
+$4.02M

Top Sells

1
+$69.3M
2
+$52.1M
3
+$25M
4
AAPL icon
Apple
AAPL
+$17.2M
5
DIS icon
Walt Disney
DIS
+$11.5M

Sector Composition

1 Healthcare 15.02%
2 Financials 13.01%
3 Energy 9.85%
4 Communication Services 9.45%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.52%
+14,352
77
$2.22M 0.5%
75,000
+43,000
78
$2.15M 0.49%
60,000
-480,000
79
$2.07M 0.47%
+9,000
80
$2M 0.45%
+46,579
81
$1.98M 0.45%
100,000
+20,000
82
$1.97M 0.44%
12,000
-6,000
83
$1.94M 0.44%
15,000
84
$1.91M 0.43%
50,000
85
$1.88M 0.42%
45,000
86
$1.78M 0.4%
200,000
+70,000
87
$1.76M 0.4%
55,000
88
$1.76M 0.4%
215,000
89
$1.58M 0.36%
40,000
+10,000
90
$1.54M 0.35%
+30,000
91
$1.52M 0.34%
45,000
-75,000
92
$1.51M 0.34%
+35,000
93
$1.46M 0.33%
50,000
94
$1.42M 0.32%
95,000
+20,000
95
$1.4M 0.32%
30,000
+12,425
96
$1.3M 0.29%
+15,000
97
$1.22M 0.28%
15,000
98
$1.08M 0.24%
60,000
99
$1.06M 0.24%
10,000
-50,000
100
$1M 0.23%
25,000
1 2 3
4
5