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
$595M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.9M
3
+$9.9M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$8.01M
5
META icon
Meta Platforms (Facebook)
META
+$6.9M

Top Sells

1
+$15.4M
2
+$14.6M
3
+$8.16M
4
AXP icon
American Express
AXP
+$7.26M
5
QCOM icon
Qualcomm
QCOM
+$6.85M

Sector Composition

1 Healthcare 12.12%
2 Technology 8.34%
3 Energy 8.08%
4 Communication Services 8.06%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$842K 0.14%
17,575
102
$641K 0.11%
+12,000
103
$638K 0.11%
+19,860
104
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-2,000
105
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106
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-4,000
107
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-40,000
108
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-270,000
109
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-150,000
110
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-50,000
111
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-35,000
112
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-16,000
113
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-30,000
114
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-45,000
115
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-60,000
116
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-150,000
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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122
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-35,000
123
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-55,000
124
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-330,000
125
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-25,000
2 3 4
5
6