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
$122M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$318K
3
+$245K
4
IAU icon
iShares Gold Trust
IAU
+$234K
5
SOFI icon
SoFi Technologies
SOFI
+$229K

Top Sells

1
+$380K
2
+$302K
3
+$221K
4
BND icon
Vanguard Total Bond Market
BND
+$210K
5
PG icon
Procter & Gamble
PG
+$173K

Sector Composition

1 Technology 20.47%
2 Healthcare 13.36%
3 Financials 9.47%
4 Industrials 9.07%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.2%
12,972
-787
27
$1.45M 1.19%
31,134
-471
28
$1.34M 1.1%
34,466
+1,626
29
$1.29M 1.06%
58,749
-13,729
30
$1.27M 1.04%
5,255
-20
31
$1.25M 1.02%
5,395
-430
32
$1.22M 1%
8,443
33
$1.21M 0.99%
3,770
-105
34
$1.19M 0.98%
3,360
+100
35
$1.16M 0.95%
5,192
-500
36
$1.11M 0.91%
9,732
+1,081
37
$1.09M 0.9%
4,728
+3
38
$982K 0.81%
8,394
-1,245
39
$939K 0.77%
30,625
40
$937K 0.77%
4,500
-25
41
$896K 0.74%
16,535
+1,653
42
$880K 0.72%
5,354
-111
43
$869K 0.71%
1,400
44
$847K 0.7%
9,755
-100
45
$658K 0.54%
22,000
-23
46
$651K 0.53%
6,533
+754
47
$615K 0.51%
12,178
+23
48
$590K 0.48%
12,175
49
$566K 0.47%
2,496
-150
50
$534K 0.44%
1,300
1
2
3 4