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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$9.26M
3
+$8.41M
4
META icon
Meta Platforms (Facebook)
META
+$8.25M
5
BA icon
Boeing
BA
+$7.72M

Top Sells

1
+$50.2M
2
+$30.5M
3
+$15.6M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$14.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$13.5M

Sector Composition

1 Healthcare 12.04%
2 Communication Services 11.65%
3 Financials 8.75%
4 Consumer Staples 6.83%
5 Technology 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.97M 0.27%
+7,000
77
$1.97M 0.27%
40,000
78
$1.86M 0.25%
11,000
+4,000
79
$1.83M 0.25%
152,991
80
$1.78M 0.24%
7,000
81
$1.74M 0.24%
+10,000
82
$1.73M 0.23%
+8,000
83
$1.68M 0.23%
+13,000
84
$1.49M 0.2%
10,000
85
$1.47M 0.2%
168,132
86
$1.29M 0.17%
8,000
87
$1.29M 0.17%
79,000
88
$1.27M 0.17%
24,000
89
$1.16M 0.16%
11,000
90
$1.14M 0.15%
+4,000
91
$1.09M 0.15%
7,000
92
$1.09M 0.15%
28,000
93
$1.09M 0.15%
+4,000
94
$1.09M 0.15%
25,000
-65,000
95
$1.09M 0.15%
+4,000
96
$1.09M 0.15%
+15,000
97
$1.08M 0.15%
7,000
98
$1.02M 0.14%
9,000
-22,000
99
$1.02M 0.14%
+6,000
100
$957K 0.13%
+2,000
1 2 3
4
5