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
$129M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$585K
3
+$538K
4
SOFI icon
SoFi Technologies
SOFI
+$278K
5
TDOC icon
Teladoc Health
TDOC
+$226K

Top Sells

1
+$3.05M
2
+$1.27M
3
+$489K
4
FTNT icon
Fortinet
FTNT
+$432K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$226K

Sector Composition

1 Technology 25.46%
2 Healthcare 12.99%
3 Financials 10.31%
4 Industrials 9.32%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.45%
+11,313
52
$578K 0.45%
12,600
+475
53
$560K 0.44%
7,766
+3,140
54
$538K 0.42%
+4,991
55
$535K 0.42%
2,420
+140
56
$510K 0.4%
1,140
+25
57
$502K 0.39%
12,221
-5,049
58
$490K 0.38%
27,453
-662
59
$474K 0.37%
6,533
-317
60
$449K 0.35%
7,041
+650
61
$418K 0.32%
18,772
-1,990
62
$416K 0.32%
4,815
63
$415K 0.32%
846
-30
64
$403K 0.31%
1,355
65
$382K 0.3%
15,540
66
$364K 0.28%
4,258
67
$355K 0.28%
2,609
68
$337K 0.26%
6,509
-97
69
$334K 0.26%
4,072
+10
70
$333K 0.26%
1,162
+100
71
$308K 0.24%
676
+11
72
$296K 0.23%
1,826
73
$293K 0.23%
2,250
-200
74
$292K 0.23%
3,083
-167
75
$288K 0.22%
1,505
-80
1 2
3
4