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
$122M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$318K
3
+$245K
4
IAU icon
iShares Gold Trust
IAU
+$234K
5
SOFI icon
SoFi Technologies
SOFI
+$229K

Top Sells

1
+$380K
2
+$302K
3
+$221K
4
BND icon
Vanguard Total Bond Market
BND
+$210K
5
PG icon
Procter & Gamble
PG
+$173K

Sector Composition

1 Technology 20.47%
2 Healthcare 13.36%
3 Financials 9.47%
4 Industrials 9.07%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.43%
25,989
+4
52
$518K 0.43%
1,740
+340
53
$511K 0.42%
1,270
54
$496K 0.41%
7,802
-163
55
$481K 0.4%
2,901
+1,410
56
$422K 0.35%
6,850
57
$402K 0.33%
2,450
58
$398K 0.33%
1,085
-235
59
$393K 0.32%
4,535
-40
60
$381K 0.31%
1,585
-325
61
$376K 0.31%
645
-15
62
$347K 0.29%
3,261
+113
63
$339K 0.28%
1,980
+100
64
$333K 0.27%
5,449
-49
65
$323K 0.27%
4,147
-199
66
$318K 0.26%
+4,991
67
$318K 0.26%
6,675
+25
68
$307K 0.25%
2,609
69
$298K 0.24%
15,520
+20
70
$290K 0.24%
1,868
-223
71
$288K 0.24%
1,902
72
$285K 0.23%
1,000
73
$262K 0.22%
1,174
74
$256K 0.21%
1,645
+35
75
$245K 0.2%
+1,062
1 2
3
4