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
$131M
AUM Growth
+$5.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.6M
3
+$717K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$627K
5
XOM icon
Exxon Mobil
XOM
+$513K

Top Sells

1
+$1.49M
2
+$1.08M
3
+$942K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$804K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$791K

Sector Composition

1 Industrials 15.19%
2 Financials 10.5%
3 Communication Services 10.43%
4 Energy 10.11%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.34%
41,531
-275
27
$1.68M 1.28%
33,217
-190
28
$1.64M 1.24%
26,248
-990
29
$1.6M 1.22%
+30,000
30
$1.56M 1.19%
14,776
-100
31
$1.55M 1.18%
14,448
-71
32
$1.54M 1.17%
4,916
+15
33
$1.5M 1.14%
10,929
+2,277
34
$1.43M 1.08%
11,371
+351
35
$1.38M 1.05%
94,903
+55
36
$1.38M 1.05%
8,390
+88
37
$1.34M 1.02%
115,099
+36
38
$1.29M 0.98%
16,658
+2,189
39
$1.26M 0.96%
18,126
-1,014
40
$1.23M 0.94%
10,991
-100
41
$1.21M 0.92%
17,755
+441
42
$1.2M 0.91%
14,570
+100
43
$1.17M 0.89%
9,614
+1,341
44
$1.04M 0.8%
8,400
45
$1.04M 0.79%
8,055
-47
46
$942K 0.72%
22,700
+15,100
47
$908K 0.69%
10,745
-322
48
$881K 0.67%
10,737
-266
49
$865K 0.66%
58,212
+24
50
$863K 0.66%
17,329
-600
1
2
3 4