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
$91M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$413K
3
+$353K
4
SOFI icon
SoFi Technologies
SOFI
+$228K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$206K

Top Sells

1
+$319K
2
+$306K
3
+$304K
4
AAPL icon
Apple
AAPL
+$254K
5
NVDA icon
NVIDIA
NVDA
+$234K

Sector Composition

1 Technology 24.55%
2 Healthcare 12.12%
3 Financials 11.07%
4 Industrials 9.08%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.32%
12,121
+383
27
$1.14M 1.25%
26,199
-771
28
$1.06M 1.17%
3,765
+25
29
$1.04M 1.15%
7,186
+367
30
$1.03M 1.14%
18,436
+650
31
$1.02M 1.12%
3,787
+275
32
$976K 1.07%
11,631
-98
33
$946K 1.04%
27,473
+49
34
$844K 0.93%
6,115
-601
35
$833K 0.91%
4,592
-35
36
$815K 0.9%
8,700
+230
37
$814K 0.89%
4,126
-66
38
$797K 0.88%
3,436
-98
39
$791K 0.87%
1,400
40
$784K 0.86%
29,000
-1,500
41
$703K 0.77%
7,798
+204
42
$680K 0.75%
19,385
-225
43
$651K 0.72%
132,130
+46,302
44
$639K 0.7%
8,443
45
$614K 0.67%
8,417
+145
46
$570K 0.63%
2,316
-90
47
$542K 0.6%
1,140
48
$523K 0.57%
3,493
-225
49
$505K 0.55%
3,435
+25
50
$470K 0.52%
920
-295
1
2
3 4