AF

Ally Financial Portfolio holdings

AUM $819M
1-Year Est. Return 6.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
-$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.4M
3
+$9.45M
4
V icon
Visa
V
+$8.37M
5
AMZN icon
Amazon
AMZN
+$6.93M

Top Sells

1
+$29.3M
2
+$25.2M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$12.1M
5
BA icon
Boeing
BA
+$10.6M

Sector Composition

1 Healthcare 11.39%
2 Consumer Discretionary 7.9%
3 Communication Services 7.65%
4 Technology 7.5%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.77M 0.2%
8,000
-19,000
77
$1.75M 0.2%
6,000
78
$1.72M 0.19%
11,000
79
$1.64M 0.19%
16,000
80
$1.61M 0.18%
7,000
81
$1.57M 0.18%
+18,000
82
$1.53M 0.17%
+10,000
83
$1.52M 0.17%
10,000
84
$1.5M 0.17%
3,000
85
$1.44M 0.16%
+13,000
86
$1.37M 0.15%
152,991
87
$1.34M 0.15%
19,000
88
$1.26M 0.14%
110,000
89
$1.21M 0.14%
10,000
90
$1.19M 0.13%
+1,500
91
$1.13M 0.13%
79,000
92
$1.12M 0.13%
+4,000
93
$1.1M 0.12%
4,000
-24,000
94
$1.03M 0.12%
+7,000
95
$1.03M 0.12%
11,000
-45,000
96
$1.03M 0.12%
+5,500
97
$970K 0.11%
+5,000
98
$948K 0.11%
12,500
99
$943K 0.11%
11,000
100
$895K 0.1%
13,207
1 2 3
4
5