AF

Aldebaran Financial Portfolio holdings

AUM $100M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$611K
3
+$484K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$468K
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$389K

Top Sells

1
+$4M
2
+$686K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$399K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$332K

Sector Composition

1 Industrials 13.44%
2 Technology 11.63%
3 Healthcare 10.05%
4 Financials 9.46%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.68%
10,600
+500
52
$1.03M 0.67%
22,046
-2,200
53
$973K 0.63%
1,400
54
$960K 0.62%
3
55
$954K 0.62%
22,240
56
$927K 0.6%
8,496
57
$908K 0.59%
10,150
-75
58
$882K 0.57%
13,035
+8
59
$861K 0.56%
10,760
-255
60
$825K 0.54%
18,929
61
$816K 0.53%
4,485
-260
62
$793K 0.51%
14,656
-8,734
63
$791K 0.51%
25,266
+3
64
$754K 0.49%
9,075
65
$735K 0.48%
11,840
+6
66
$701K 0.45%
2,651
-50
67
$699K 0.45%
6,192
+33
68
$687K 0.45%
16,016
-2,500
69
$686K 0.45%
4,500
70
$641K 0.42%
4,274
71
$638K 0.41%
5,950
72
$611K 0.4%
+13,500
73
$595K 0.39%
3,351
74
$456K 0.3%
12,355
-2,500
75
$430K 0.28%
14,589
+2
1 2
3
4