AF

Aldebaran Financial Portfolio holdings

AUM $108M
1-Year Est. Return 20.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.8M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$757K
2
+$497K
3
+$440K
4
PHM icon
Pultegroup
PHM
+$339K
5
LLY icon
Eli Lilly
LLY
+$333K

Top Sells

1
+$718K
2
+$216K
3
+$200K
4
AAPL icon
Apple
AAPL
+$73.9K
5
CRWD icon
CrowdStrike
CRWD
+$61.1K

Sector Composition

1 Technology 25.74%
2 Financials 13.07%
3 Healthcare 9.43%
4 Consumer Staples 6.57%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$864K 1.02%
3,079
-215
27
$854K 1.01%
7,625
+17
28
$842K 0.99%
11,711
+2,065
29
$823K 0.97%
18,090
-338
30
$780K 0.92%
+3,885
31
$770K 0.91%
5,365
+2,670
32
$768K 0.91%
2,522
+2
33
$740K 0.87%
13,540
-282
34
$681K 0.8%
7,661
35
$679K 0.8%
5,794
+4
36
$666K 0.78%
2,701
37
$637K 0.75%
14,177
-267
38
$572K 0.67%
978
39
$548K 0.65%
35,289
-1,219
40
$517K 0.61%
+7,811
41
$510K 0.6%
3,128
42
$505K 0.6%
3,120
-10
43
$469K 0.55%
1,837
44
$466K 0.55%
+2,360
45
$452K 0.53%
4,634
+2
46
$415K 0.49%
785
+10
47
$406K 0.48%
3,525
-200
48
$395K 0.47%
5,241
49
$355K 0.42%
683
+1
50
$336K 0.4%
794
+22
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