AC
Aldebaran Capital Portfolio holdings
AUM
$101M
1-Year Return
6.46%
This Quarter Return
+2.43%
1 Year Return
+6.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$514K
(+0.49%)
Cap. Flow
+$505K
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
72.25%
Holding
42
New
5
Increased
6
Reduced
23
Closed
1
Top Buys
| 1 |
SiriusXM
SIRI
|
+$906K |
| 2 |
Freeport-McMoran
FCX
|
+$752K |
| 3 |
IMA
ImageneBio, Inc. Common Stock
IMA
|
+$317K |
| 4 |
abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF
BCIM
|
+$280K |
| 5 |
ESSA Pharma
EPIX
|
+$271K |
Top Sells
| 1 |
Microsoft
MSFT
|
+$1.41M |
| 2 |
B
Barrick Mining Corporation
B
|
+$435K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$160K |
| 4 |
IES Holdings
IESC
|
+$136K |
| 5 |
Suncor Energy
SU
|
+$95.4K |
Sector Composition
| 1 | Financials | 31.7% |
| 2 | Energy | 19.01% |
| 3 | Healthcare | 11.67% |
| 4 | Technology | 8.42% |
| 5 | Consumer Staples | 7.27% |
