AF
Ally Financial Portfolio holdings
AUM
$885M
This Quarter Return
+2.58%
1 Year Return
+3.05%
3 Year Return
+25.92%
5 Year Return
+35.24%
10 Year Return
+35.99%
AUM
$525M
AUM Growth
+$20.7M
(+4.1%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
37.08%
Holding
126
New
19
Increased
22
Reduced
14
Closed
18
Top Buys
| 1 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$36.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$22.9M |
| 3 |
Wells Fargo
WFC
|
$8.27M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$5.31M |
| 5 |
RTX Corp
RTX
|
$5.22M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$16.3M |
| 2 |
Walmart
WMT
|
$14.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$9.67M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$7.62M |
Sector Composition
| 1 | Financials | 11.96% |
| 2 | Healthcare | 11.04% |
| 3 | Communication Services | 9.35% |
| 4 | Consumer Staples | 9.22% |
| 5 | Energy | 9% |