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
$806M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$74.6M
2
+$10.9M
3
+$10.9M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.14M
5
META icon
Meta Platforms (Facebook)
META
+$5.55M

Top Sells

1
+$24.6M
2
+$15.2M
3
+$14.3M
4
AAPL icon
Apple
AAPL
+$12.2M
5
PM icon
Philip Morris
PM
+$5.68M

Sector Composition

1 Healthcare 13.01%
2 Communication Services 11.26%
3 Financials 7.56%
4 Consumer Discretionary 7.18%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.18M 0.27%
+30,000
77
$2.09M 0.26%
+13,000
78
$1.96M 0.24%
40,000
79
$1.77M 0.22%
9,000
+1,000
80
$1.76M 0.22%
+6,000
81
$1.74M 0.22%
4,000
+2,000
82
$1.63M 0.2%
152,991
83
$1.57M 0.2%
+2,000
84
$1.54M 0.19%
7,000
85
$1.52M 0.19%
+14,000
86
$1.49M 0.18%
+11,000
87
$1.38M 0.17%
10,000
88
$1.33M 0.17%
110,000
89
$1.25M 0.16%
168,132
90
$1.24M 0.15%
8,000
91
$1.21M 0.15%
7,000
+1,000
92
$1.2M 0.15%
+4,000
93
$1.18M 0.15%
151,302
94
$1.18M 0.15%
1,500
+1,000
95
$1.16M 0.14%
+9,000
96
$1.14M 0.14%
79,000
97
$1.14M 0.14%
+7,000
98
$1.11M 0.14%
+2,000
99
$1.09M 0.13%
28,000
100
$1.08M 0.13%
2,000
-5,000
2 3
4
5 6