AF
Aldebaran Financial Portfolio holdings
AUM
$90.4M
1-Year Return
25.41%
This Quarter Return
+9.23%
1 Year Return
+25.41%
3 Year Return
+69.82%
5 Year Return
+109.3%
10 Year Return
+241.43%
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.4%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
GE Aerospace
GE
|
$5.29M |
| 2 |
Exxon Mobil
XOM
|
$4.21M |
| 3 |
First Horizon
FHN
|
$4.19M |
| 4 |
Procter & Gamble
PG
|
$2.85M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 19.25% |
| 2 | Industrials | 14.72% |
| 3 | Financials | 11.92% |
| 4 | Healthcare | 9.46% |
| 5 | Utilities | 7.15% |
