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
$525M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$22.9M
3
+$8.27M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
RTX icon
RTX Corp
RTX
+$5.22M

Top Sells

1
+$16.3M
2
+$14.1M
3
+$9.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.67M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.62M

Sector Composition

1 Financials 11.96%
2 Healthcare 11.04%
3 Communication Services 9.35%
4 Consumer Staples 9.22%
5 Energy 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.4%
+11,960
77
$1.95M 0.37%
+15,000
78
$1.7M 0.32%
80,000
79
$1.65M 0.31%
45,000
80
$1.65M 0.31%
100,000
81
$1.64M 0.31%
15,000
+5,000
82
$1.54M 0.29%
9,000
-31,000
83
$1.49M 0.28%
2,500
84
$1.48M 0.28%
40,000
85
$1.45M 0.28%
30,000
-50,000
86
$1.41M 0.27%
30,000
87
$1.4M 0.27%
15,000
+3,000
88
$1.31M 0.25%
215,000
89
$1.24M 0.24%
86,250
+26,250
90
$1.2M 0.23%
10,000
-50,000
91
$1.19M 0.23%
+15,000
92
$1.17M 0.22%
45,000
-540,000
93
$1.15M 0.22%
+7,000
94
$1.13M 0.21%
5,000
95
$1.08M 0.21%
20,000
96
$1.05M 0.2%
10,000
97
$1.04M 0.2%
7,000
+3,000
98
$1M 0.19%
15,000
99
$980K 0.19%
5,125
100
$979K 0.19%
50,000
2 3
4
5 6