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
$828M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$19.7M
3
+$13.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.1M
5
NVDA icon
NVIDIA
NVDA
+$5.83M

Top Sells

1
+$38.2M
2
+$23M
3
+$14.1M
4
APD icon
Air Products & Chemicals
APD
+$11.1M
5
UNH icon
UnitedHealth
UNH
+$10.5M

Sector Composition

1 Healthcare 12.53%
2 Communication Services 11.02%
3 Consumer Discretionary 7.36%
4 Technology 7.17%
5 Industrials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.21%
152,991
77
$1.77M 0.21%
+2,000
78
$1.69M 0.2%
+30,000
79
$1.61M 0.19%
14,000
+3,000
80
$1.56M 0.19%
+24,000
81
$1.51M 0.18%
14,000
82
$1.48M 0.18%
8,000
83
$1.46M 0.18%
+20,000
84
$1.39M 0.17%
168,132
85
$1.37M 0.17%
7,000
86
$1.33M 0.16%
+4,000
87
$1.25M 0.15%
+3,000
88
$1.2M 0.14%
28,000
89
$1.16M 0.14%
79,000
90
$1.16M 0.14%
4,000
91
$1.16M 0.14%
11,000
92
$1.11M 0.13%
+4,000
93
$1.09M 0.13%
4,000
94
$1.09M 0.13%
+10,000
95
$1.04M 0.13%
+13,000
96
$1.03M 0.12%
4,000
97
$1.02M 0.12%
+6,000
98
$990K 0.12%
+15,000
99
$989K 0.12%
+2,000
100
$986K 0.12%
110,000
2 3
4
5 6