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
$108M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$477K
3
+$239K
4
MCK icon
McKesson
MCK
+$237K
5
UNH icon
UnitedHealth
UNH
+$230K

Top Sells

1
+$686K
2
+$453K
3
+$414K
4
BEAV
B/E Aerospace Inc
BEAV
+$406K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$362K

Sector Composition

1 Industrials 17.4%
2 Financials 11.78%
3 Healthcare 11.5%
4 Energy 10.52%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.3%
29,985
-4,562
27
$1.38M 1.28%
41,929
-8,199
28
$1.35M 1.25%
156,702
+6,792
29
$1.34M 1.24%
31,753
+1,908
30
$1.34M 1.24%
+59,650
31
$1.32M 1.22%
35,193
+4,228
32
$1.29M 1.2%
8,167
+402
33
$1.18M 1.09%
13,266
-105
34
$1.17M 1.08%
9,907
-96
35
$1.1M 1.02%
14,001
+50
36
$1.1M 1.02%
19,144
+5
37
$1M 0.93%
103,633
+975
38
$971K 0.9%
11,841
-1,485
39
$964K 0.89%
8,200
40
$953K 0.88%
3,800
+1,900
41
$899K 0.83%
36,600
-14,750
42
$895K 0.83%
19,029
+500
43
$888K 0.82%
8,106
44
$885K 0.82%
90,336
+1,313
45
$835K 0.77%
31,979
+33
46
$747K 0.69%
12,921
47
$745K 0.69%
17,163
-9,351
48
$741K 0.69%
58,095
+21
49
$717K 0.66%
10,076
-1,592
50
$708K 0.66%
108,432
+16
1
2
3 4 5