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
$680M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$12.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.58M
5
BETR icon
Better Home & Finance Holding
BETR
+$9.36M

Top Sells

1
+$36.3M
2
+$27.1M
3
+$18M
4
CRM icon
Salesforce
CRM
+$9.94M
5
FDX icon
FedEx
FDX
+$9.92M

Sector Composition

1 Healthcare 11.98%
2 Financials 10.53%
3 Communication Services 9.8%
4 Consumer Discretionary 7.89%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.23M 0.33%
11,000
-49,000
77
$2.18M 0.32%
14,000
78
$2.07M 0.3%
35,900
79
$1.83M 0.27%
168,132
80
$1.79M 0.26%
40,000
81
$1.72M 0.25%
125,000
82
$1.53M 0.23%
+29,000
83
$1.51M 0.22%
152,991
84
$1.48M 0.22%
11,000
85
$1.45M 0.21%
7,000
86
$1.22M 0.18%
18,000
87
$1.11M 0.16%
+10,000
88
$1.06M 0.16%
24,000
89
$1.05M 0.15%
151,302
90
$1.04M 0.15%
+5,000
91
$1.01M 0.15%
+6,200
92
$989K 0.15%
30,000
93
$982K 0.14%
8,000
94
$971K 0.14%
10,000
95
$944K 0.14%
+2,500
96
$888K 0.13%
79,000
97
$823K 0.12%
8,000
-20,000
98
$801K 0.12%
28,000
99
$777K 0.11%
7,000
100
$741K 0.11%
+7,000
1 2 3
4
5