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
$96.2M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$1.6M
3
+$1.24M
4
TDOC icon
Teladoc Health
TDOC
+$995K
5
JPM icon
JPMorgan Chase
JPM
+$875K

Top Sells

1
+$2.26M
2
+$1.4M
3
+$418K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$401K

Sector Composition

1 Technology 18.6%
2 Consumer Discretionary 12.66%
3 Industrials 8.41%
4 Financials 8.28%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$423K 0.44%
1,358
+4
52
$416K 0.43%
5,257
-410
53
$399K 0.41%
7,350
-1,479
54
$389K 0.4%
33,714
-7,628
55
$381K 0.4%
+12,475
56
$345K 0.36%
1,174
57
$332K 0.35%
2,450
58
$330K 0.34%
4,589
-1,108
59
$325K 0.34%
4,117
-28,637
60
$324K 0.34%
660
-22
61
$302K 0.31%
3,690
62
$295K 0.31%
1,785
-106
63
$295K 0.31%
8,604
-11,974
64
$292K 0.3%
3,750
65
$278K 0.29%
5,370
-5,111
66
$274K 0.28%
2,134
-4
67
$263K 0.27%
+1,897
68
$260K 0.27%
8,830
-9,696
69
$252K 0.26%
+1,300
70
$249K 0.26%
978
+6
71
$243K 0.25%
4,699
+14
72
$240K 0.25%
7,363
-263
73
$231K 0.24%
+1,983
74
$219K 0.23%
+2,810
75
$200K 0.21%
8,310
-58,227
1 2
3
4