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
$108M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$477K
3
+$239K
4
MCK icon
McKesson
MCK
+$237K
5
UNH icon
UnitedHealth
UNH
+$230K

Top Sells

1
+$686K
2
+$453K
3
+$414K
4
BEAV
B/E Aerospace Inc
BEAV
+$406K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$362K

Sector Composition

1 Industrials 17.4%
2 Financials 11.78%
3 Healthcare 11.5%
4 Energy 10.52%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.64%
6,781
52
$648K 0.6%
3,782
53
$637K 0.59%
10,924
54
$625K 0.58%
14,252
55
$599K 0.55%
8,879
+2,250
56
$591K 0.55%
22,766
+38
57
$589K 0.55%
3
58
$578K 0.54%
21,814
+39
59
$554K 0.51%
4,225
+150
60
$544K 0.5%
13,946
+59
61
$535K 0.5%
14,800
62
$534K 0.49%
41,643
-3,613
63
$524K 0.49%
1,400
64
$515K 0.48%
7,653
+3
65
$511K 0.47%
6,150
+750
66
$509K 0.47%
8,496
67
$455K 0.42%
6,574
+500
68
$385K 0.36%
5,980
+904
69
$385K 0.36%
7,684
+8
70
$374K 0.35%
14,612
-17,718
71
$364K 0.34%
5,650
72
$339K 0.31%
14,640
73
$328K 0.3%
2,325
-700
74
$313K 0.29%
9,991
-200
75
$300K 0.28%
8,837
-183
1 2
3
4 5