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
$124M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$254K
3
+$212K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$201K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$157K

Top Sells

1
+$481K
2
+$327K
3
+$325K
4
BABA icon
Alibaba
BABA
+$262K
5
AMGN icon
Amgen
AMGN
+$242K

Sector Composition

1 Technology 23.48%
2 Healthcare 12.49%
3 Financials 9.4%
4 Industrials 8.82%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.1%
6,390
-390
27
$1.27M 1.02%
20,340
+275
28
$1.25M 1.01%
5,230
-25
29
$1.22M 0.99%
5,595
+200
30
$1.2M 0.97%
3,665
-105
31
$1.17M 0.94%
5,251
-1,464
32
$1.14M 0.92%
4,731
+3
33
$1.1M 0.89%
3,085
-275
34
$1.1M 0.89%
29,720
-4,746
35
$1.07M 0.87%
9,949
+217
36
$1.03M 0.83%
8,443
37
$1.02M 0.82%
5,192
38
$976K 0.79%
1,400
39
$953K 0.77%
30,625
40
$939K 0.76%
4,500
41
$928K 0.75%
9,505
-250
42
$907K 0.73%
17,288
+753
43
$871K 0.7%
42,702
-16,047
44
$857K 0.69%
8,506
+112
45
$700K 0.57%
5,524
+170
46
$696K 0.56%
23,314
+1,314
47
$692K 0.56%
7,095
+562
48
$650K 0.53%
12,873
+695
49
$645K 0.52%
2,496
50
$630K 0.51%
12,175
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