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
$70.7M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$211K
3
+$200K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$83.2K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$68.8K

Top Sells

1
+$2.58M
2
+$421K
3
+$366K
4
CVX icon
Chevron
CVX
+$237K
5
ADBE icon
Adobe
ADBE
+$224K

Sector Composition

1 Technology 25.91%
2 Financials 14.4%
3 Healthcare 10.01%
4 Communication Services 7.21%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 1%
2,517
+3
27
$707K 1%
2,876
-25
28
$700K 0.99%
4,338
-123
29
$680K 0.96%
5,847
+3
30
$638K 0.9%
41,430
-1,919
31
$630K 0.89%
3,128
-500
32
$611K 0.86%
11,458
-7,900
33
$596K 0.84%
5,950
+18
34
$563K 0.8%
9,207
-105
35
$540K 0.76%
12,548
-4,440
36
$493K 0.7%
2,137
-225
37
$480K 0.68%
3,333
-433
38
$477K 0.67%
613
+10
39
$477K 0.67%
7,861
-850
40
$459K 0.65%
2,944
-165
41
$454K 0.64%
4,969
-558
42
$419K 0.59%
5,341
-500
43
$415K 0.59%
838
-167
44
$371K 0.52%
775
-40
45
$360K 0.51%
3,725
-325
46
$353K 0.5%
682
+1
47
$318K 0.45%
20,225
48
$313K 0.44%
1,080
49
$312K 0.44%
42,745
-3,375
50
$304K 0.43%
764
+173
1
2
3