AF

Aldebaran Financial Portfolio holdings

AUM $100M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$611K
3
+$484K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$468K
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$389K

Top Sells

1
+$4M
2
+$686K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$399K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$332K

Sector Composition

1 Industrials 13.44%
2 Technology 11.63%
3 Healthcare 10.05%
4 Financials 9.46%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.36%
35,240
+600
27
$2.02M 1.31%
25,729
-402
28
$1.97M 1.28%
17,980
-124
29
$1.96M 1.27%
12,320
-1,050
30
$1.88M 1.22%
18,824
-1,215
31
$1.85M 1.2%
39,958
+12
32
$1.77M 1.15%
25,190
+677
33
$1.77M 1.15%
14,467
-121
34
$1.68M 1.09%
29,585
-2,972
35
$1.67M 1.08%
10,642
+175
36
$1.62M 1.05%
94,023
-142
37
$1.58M 1.03%
86,202
-425
38
$1.57M 1.02%
8,721
-88
39
$1.51M 0.98%
4,745
+25
40
$1.47M 0.96%
16,740
-1,217
41
$1.44M 0.93%
46,628
42
$1.42M 0.92%
9,518
-2,219
43
$1.33M 0.86%
6,403
+2
44
$1.31M 0.85%
10,000
45
$1.26M 0.82%
3,398
+1,300
46
$1.25M 0.81%
7,468
-47
47
$1.23M 0.8%
15,892
-88
48
$1.18M 0.76%
5,686
49
$1.13M 0.74%
52,750
-2,500
50
$1.13M 0.73%
6,054
1
2
3 4