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
$868M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$20.8M
3
+$16.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.5M

Top Sells

1
+$90.9M
2
+$90.8M
3
+$55.5M
4
XOM icon
Exxon Mobil
XOM
+$24M
5
CVX icon
Chevron
CVX
+$21.2M

Sector Composition

1 Communication Services 12.72%
2 Financials 11.46%
3 Technology 10.43%
4 Healthcare 8.63%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.47M 0.28%
+60,000
77
$2.46M 0.28%
12,000
78
$2.42M 0.28%
50,000
-175,000
79
$2.4M 0.28%
+22,000
80
$2.35M 0.27%
1,000
+320
81
$2.35M 0.27%
35,000
82
$2.34M 0.27%
44,000
83
$2.28M 0.26%
18,000
+7,000
84
$2.23M 0.26%
35,000
85
$1.84M 0.21%
22,000
86
$1.7M 0.2%
100,000
87
$1.7M 0.2%
151,302
88
$1.67M 0.19%
152,991
89
$1.59M 0.18%
28,000
90
$1.48M 0.17%
8,000
91
$1.46M 0.17%
11,000
92
$1.42M 0.16%
+7,000
93
$1.4M 0.16%
18,000
-15,000
94
$1.31M 0.15%
+10,000
95
$1.31M 0.15%
30,000
96
$1.31M 0.15%
+3,000
97
$1.28M 0.15%
+49,000
98
$1.28M 0.15%
+4,000
99
$1.2M 0.14%
5,000
100
$1.18M 0.14%
+2,000
2 3
4
5 6