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
$820M
AUM Growth
-$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$71.1M
2 +$23M
3 +$15.2M
4
META icon
Meta Platforms (Facebook)
META
+$9.95M
5
PEP icon
PepsiCo
PEP
+$7.91M

Top Sells

1 +$57.4M
2 +$25M
3 +$24.8M
4
C icon
Citigroup
C
+$12.5M
5
DIS icon
Walt Disney
DIS
+$9.58M

Sector Composition

1 Healthcare 13.52%
2 Communication Services 11.88%
3 Technology 9.02%
4 Industrials 6.58%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-56,000