AC

Aldebaran Capital Portfolio holdings

AUM $101M
1-Year Est. Return 6.46%
This Quarter Est. Return
1 Year Est. Return
+6.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.1M
AUM Growth
+$736K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$790K
2
+$724K
3
+$205K
4
BG icon
Bunge Global
BG
+$7.58K
5
OXY icon
Occidental Petroleum
OXY
+$4.54K

Top Sells

1
+$1.57M
2
+$312K
3
+$94.8K
4
CVX icon
Chevron
CVX
+$53.6K
5
LLY icon
Eli Lilly
LLY
+$26.9K

Sector Composition

1 Financials 23.92%
2 Energy 22.91%
3 Technology 16.99%
4 Consumer Staples 11.57%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$386K 0.39%
8,922
-44
27
$386K 0.39%
5,856
28
$322K 0.33%
18,571
29
$318K 0.32%
3,600
30
$310K 0.32%
13,851
31
$281K 0.29%
10,125
32
$224K 0.23%
1,908
33
$194K 0.2%
15,650
-250
34
– –
-51,015
1
2