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
$608M
AUM Growth
-$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$26.2M
3
+$7.5M
4
HON icon
Honeywell
HON
+$3.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.39M

Top Sells

1
+$389M
2
+$27.3M
3
+$15.1M
4
META icon
Meta Platforms (Facebook)
META
+$11M
5
MSFT icon
Microsoft
MSFT
+$10.7M

Sector Composition

1 Financials 12.9%
2 Healthcare 10.84%
3 Industrials 9.95%
4 Communication Services 7.8%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92M 0.32%
58,000
77
$1.9M 0.31%
15,000
78
$1.8M 0.3%
+15,000
79
$1.65M 0.27%
7,000
80
$1.58M 0.26%
8,000
81
$1.52M 0.25%
12,000
82
$1.49M 0.25%
10,000
+4,000
83
$1.48M 0.24%
90,000
84
$1.45M 0.24%
30,000
85
$1.44M 0.24%
60,000
86
$1.43M 0.23%
35,000
87
$1.42M 0.23%
26,000
+6,000
88
$1.4M 0.23%
60,000
89
$1.39M 0.23%
10,000
+2,000
90
$1.3M 0.21%
8,000
91
$1.24M 0.2%
23,332
92
$1.19M 0.2%
465,000
93
$1.17M 0.19%
50,000
94
$1.14M 0.19%
+15,000
95
$1.1M 0.18%
60,000
96
$1.05M 0.17%
4,000
97
$1.01M 0.17%
40,000
98
$974K 0.16%
100,000
99
$938K 0.15%
5,000
100
$930K 0.15%
15,000
2 3
4
5 6