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
$525M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$22.9M
3 +$8.27M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$5.3M
5
RTX icon
RTX Corp
RTX
+$5.22M

Top Sells

1 +$16.3M
2 +$14.1M
3 +$9.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.67M
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,000