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
$680M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$12.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.58M
5
BETR icon
Better Home & Finance Holding
BETR
+$9.36M

Top Sells

1
+$36.3M
2
+$27.1M
3
+$18M
4
CRM icon
Salesforce
CRM
+$9.94M
5
FDX icon
FedEx
FDX
+$9.92M

Sector Composition

1 Healthcare 11.98%
2 Financials 10.53%
3 Communication Services 9.8%
4 Consumer Discretionary 7.89%
5 Industrials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$685K 0.1%
100,000
102
$523K 0.08%
25,000
103
$492K 0.07%
+2,000
104
$416K 0.06%
+6,000
105
$1.54K ﹤0.01%
10,295
106
– –
-19,000
107
– –
-12,000
108
– –
-97,000
109
– –
-15,000
110
– –
-18,000
111
– –
-28,000
112
– –
-36,000
113
– –
-40,000
114
– –
-226,000
115
– –
-50,000
116
– –
-5,000
1 2 3 4
5