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
$124M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$254K
3
+$212K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$201K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$157K

Top Sells

1
+$481K
2
+$327K
3
+$325K
4
BABA icon
Alibaba
BABA
+$262K
5
AMGN icon
Amgen
AMGN
+$242K

Sector Composition

1 Technology 23.48%
2 Healthcare 12.49%
3 Financials 9.4%
4 Industrials 8.82%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.44%
25,583
-406
52
$539K 0.44%
1,320
+20
53
$524K 0.42%
2,390
+650
54
$486K 0.39%
1,245
-25
55
$455K 0.37%
7,734
-68
56
$434K 0.35%
1,980
57
$424K 0.34%
6,850
58
$396K 0.32%
2,450
59
$371K 0.3%
645
60
$349K 0.28%
1,585
61
$349K 0.28%
6,066
+1,075
62
$337K 0.27%
4,815
+280
63
$330K 0.27%
3,248
-13
64
$319K 0.26%
885
-200
65
$308K 0.25%
6,680
+5
66
$302K 0.24%
19,000
+6,700
67
$298K 0.24%
2,609
68
$289K 0.23%
15,520
69
$288K 0.23%
3,832
-315
70
$284K 0.23%
6,602
+904
71
$281K 0.23%
1,660
+15
72
$280K 0.23%
1,826
-42
73
$271K 0.22%
1,000
74
$264K 0.21%
1,902
75
$263K 0.21%
4,258
-1,191
1 2
3
4