AF

Ally Financial Portfolio holdings

AUM $819M
1-Year Est. Return 6.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$49.7M
2
+$10.8M
3
+$5.98M
4
KO icon
Coca-Cola
KO
+$2.85M
5
GE icon
GE Aerospace
GE
+$2.65M

Top Sells

1
+$15.7M
2
+$14.1M
3
+$10.9M
4
CSCO icon
Cisco
CSCO
+$9.47M
5
MSFT icon
Microsoft
MSFT
+$8.75M

Sector Composition

1 Financials 14.62%
2 Energy 11.36%
3 Healthcare 10.99%
4 Technology 9.74%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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108
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-199,120
109
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110
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111
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113
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114
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115
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116
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-33,750
117
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118
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119
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120
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121
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-400,000
1 2 3 4
5