AF

Aldebaran Financial Portfolio holdings

AUM $90.4M
1-Year Est. Return 25.41%
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$671K
3
+$535K
4
FTNT icon
Fortinet
FTNT
+$473K
5
BABA icon
Alibaba
BABA
+$427K

Top Sells

1
+$1.95M
2
+$857K
3
+$698K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$559K
5
KLXI
KLX Inc.
KLXI
+$433K

Sector Composition

1 Industrials 17.44%
2 Energy 13.76%
3 Financials 11.98%
4 Healthcare 11%
5 Technology 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.41%
25,830
+5,975
27
$1.61M 1.38%
31,418
+256
28
$1.56M 1.34%
35,151
+5,601
29
$1.45M 1.25%
56,075
-200
30
$1.44M 1.24%
13,301
-2,749
31
$1.42M 1.22%
13,766
-415
32
$1.41M 1.21%
13,426
+844
33
$1.3M 1.12%
8,162
+1,052
34
$1.27M 1.09%
13,661
35
$1.23M 1.06%
25,150
+7,200
36
$1.18M 1.01%
21,785
+1,300
37
$1.17M 1%
48,550
+2,650
38
$1.12M 0.96%
41,192
+3,300
39
$1.07M 0.92%
23,730
+5,105
40
$984K 0.84%
10,100
-300
41
$971K 0.83%
87,414
+26,499
42
$952K 0.82%
14,020
43
$947K 0.81%
18,924
+4
44
$945K 0.81%
8,200
+1,000
45
$943K 0.81%
32,308
+5,411
46
$929K 0.8%
98,298
-3,378
47
$886K 0.76%
20,001
-2,410
48
$882K 0.76%
11,481
+1,727
49
$856K 0.73%
8,106
-6,609
50
$849K 0.73%
+1,488
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