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
$117M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$671K
3
+$535K
4
FTNT icon
Fortinet
FTNT
+$473K
5
BABA icon
Alibaba
BABA
+$427K

Top Sells

1
+$1.95M
2
+$857K
3
+$698K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$559K
5
KLXI
KLX Inc.
KLXI
+$433K

Sector Composition

1 Industrials 17.44%
2 Energy 13.76%
3 Financials 11.98%
4 Healthcare 11%
5 Technology 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$842K 0.72%
12,401
52
$829K 0.71%
32,081
+31
53
$790K 0.68%
30,260
+583
54
$789K 0.68%
12,296
+4,250
55
$775K 0.66%
34,100
+12,800
56
$755K 0.65%
13,424
-4,345
57
$705K 0.6%
20,100
+1,200
58
$652K 0.56%
3
59
$642K 0.55%
15,260
-1,938
60
$602K 0.52%
15,007
-280
61
$581K 0.5%
22,655
+1,336
62
$578K 0.5%
8,496
63
$569K 0.49%
15,752
+750
64
$565K 0.48%
6,776
-2,100
65
$565K 0.48%
21,697
-187
66
$551K 0.47%
6,707
+3,500
67
$548K 0.47%
4,825
68
$548K 0.47%
30,000
69
$527K 0.45%
1,900
-2,015
70
$484K 0.42%
1,400
71
$473K 0.41%
7,645
+4
72
$447K 0.38%
6,150
+1,300
73
$437K 0.37%
7,974
-202
74
$427K 0.37%
+5,125
75
$424K 0.36%
26,346
+184
1 2
3
4 5