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
$115M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$957K
3
+$888K
4
AMZN icon
Amazon
AMZN
+$879K
5
PG icon
Procter & Gamble
PG
+$803K

Top Sells

1
+$745K
2
+$535K
3
+$297K
4
HES
Hess
HES
+$273K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

1 Industrials 15.78%
2 Financials 10.75%
3 Healthcare 10.45%
4 Consumer Staples 10.25%
5 Energy 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$774K 0.68%
6,781
52
$755K 0.66%
13,211
+290
53
$725K 0.63%
10,924
54
$645K 0.56%
3,651
-131
55
$640K 0.56%
3
56
$608K 0.53%
92,848
-15,584
57
$592K 0.52%
7,879
-1,000
58
$582K 0.51%
22,805
+39
59
$572K 0.5%
14,252
60
$567K 0.49%
21,855
+41
61
$564K 0.49%
4,225
62
$554K 0.48%
1,400
63
$550K 0.48%
7,655
+2
64
$538K 0.47%
8,496
65
$532K 0.46%
8,984
+3,004
66
$532K 0.46%
23,500
-13,100
67
$522K 0.46%
13,367
-579
68
$481K 0.42%
43,162
+1,519
69
$448K 0.39%
6,074
-500
70
$443K 0.39%
6,150
71
$433K 0.38%
5,650
72
$391K 0.34%
14,640
73
$388K 0.34%
7,693
+9
74
$373K 0.33%
+3,347
75
$341K 0.3%
1,448
+285
1 2
3
4 5