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
$131M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$452K
3
+$393K
4
XYZ
Block Inc
XYZ
+$373K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$310K

Top Sells

1
+$426K
2
+$405K
3
+$389K
4
T icon
AT&T
T
+$351K
5
ALB icon
Albemarle
ALB
+$338K

Sector Composition

1 Industrials 12.4%
2 Technology 11.09%
3 Healthcare 10.42%
4 Financials 9.61%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$951K 0.72%
13,043
+8
52
$934K 0.71%
6,054
53
$929K 0.71%
10,763
+3
54
$918K 0.7%
3
55
$905K 0.69%
22,046
56
$889K 0.68%
9,550
-450
57
$871K 0.66%
8,496
58
$816K 0.62%
34,062
-12,566
59
$809K 0.62%
18,429
-500
60
$775K 0.59%
24,966
-300
61
$759K 0.58%
9,075
62
$708K 0.54%
+31,000
63
$677K 0.52%
5,850
-100
64
$628K 0.48%
9,800
-350
65
$608K 0.46%
11,689
-151
66
$606K 0.46%
15,516
-500
67
$595K 0.45%
2,551
-100
68
$572K 0.44%
4,500
69
$566K 0.43%
5,796
-396
70
$564K 0.43%
4,274
71
$540K 0.41%
10,448
+6,000
72
$525K 0.4%
3,351
73
$507K 0.39%
2,950
-1,535
74
$452K 0.34%
+2,000
75
$428K 0.33%
13,500
1 2
3
4 5