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
$90.4M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$305K
3
+$285K
4
MSTR icon
Strategy Inc
MSTR
+$278K
5
PLTR icon
Palantir
PLTR
+$250K

Top Sells

1
+$84.4K
2
+$68.1K
3
+$61.4K
4
JNJ icon
Johnson & Johnson
JNJ
+$34.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.9K

Sector Composition

1 Technology 26.99%
2 Financials 14.21%
3 Communication Services 7.59%
4 Consumer Staples 6.23%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$808K 0.89%
11,420
+15
27
$772K 0.85%
2,104
-5
28
$748K 0.83%
13,755
-50
29
$729K 0.81%
17,114
-139
30
$727K 0.8%
10,685
-185
31
$670K 0.74%
9,097
+2,074
32
$666K 0.74%
7,461
-100
33
$644K 0.71%
4,830
+1
34
$639K 0.71%
2,185
+2
35
$630K 0.7%
2,740
36
$620K 0.69%
5,754
+44
37
$600K 0.66%
28,301
+22
38
$589K 0.65%
7,887
+226
39
$588K 0.65%
13,582
40
$570K 0.63%
21,524
41
$567K 0.63%
3,055
+10
42
$520K 0.58%
3,128
43
$518K 0.57%
2,974
-50
44
$508K 0.56%
1,017
+175
45
$496K 0.55%
4,700
-200
46
$459K 0.51%
25,225
-6,400
47
$417K 0.46%
3,535
48
$391K 0.43%
1,451
49
$388K 0.43%
21,425
50
$373K 0.41%
1,174
+55
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