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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.21M
3
+$4.19M
4
PG icon
Procter & Gamble
PG
+$2.85M
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$711K 0.68%
+8,550
52
$689K 0.66%
+9,050
53
$688K 0.65%
+17,916
54
$681K 0.65%
+11,640
55
$670K 0.64%
+31,384
56
$663K 0.63%
+12,471
57
$652K 0.62%
+25,739
58
$641K 0.61%
+12,162
59
$639K 0.61%
+26,481
60
$608K 0.58%
+7,200
61
$589K 0.56%
+15,989
62
$558K 0.53%
+15,818
63
$521K 0.5%
+9,428
64
$517K 0.49%
+10,833
65
$516K 0.49%
+16,741
66
$515K 0.49%
+43,466
67
$493K 0.47%
+8,589
68
$490K 0.47%
+15,095
69
$487K 0.46%
+5,915
70
$460K 0.44%
+6,424
71
$456K 0.43%
+8,496
72
$453K 0.43%
+3,905
73
$451K 0.43%
+27,200
74
$448K 0.43%
+6,720
75
$424K 0.4%
+4,341
1 2
3
4 5