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
$91M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$413K
3
+$353K
4
SOFI icon
SoFi Technologies
SOFI
+$228K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$206K

Top Sells

1
+$319K
2
+$306K
3
+$304K
4
AAPL icon
Apple
AAPL
+$254K
5
NVDA icon
NVIDIA
NVDA
+$234K

Sector Composition

1 Technology 24.55%
2 Healthcare 12.12%
3 Financials 11.07%
4 Industrials 9.08%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$445K 0.49%
6,467
-66
52
$443K 0.49%
5,020
+27
53
$432K 0.47%
4,258
54
$413K 0.45%
+1,475
55
$406K 0.45%
4,865
+150
56
$401K 0.44%
2,950
57
$399K 0.44%
1,485
-35
58
$398K 0.44%
6,213
+1,940
59
$378K 0.42%
1,162
60
$360K 0.4%
778
61
$329K 0.36%
16,331
-2,068
62
$314K 0.34%
7,186
+498
63
$312K 0.34%
9,869
-1,854
64
$305K 0.34%
2,045
65
$280K 0.31%
6,216
+175
66
$266K 0.29%
16,702
-3,633
67
$255K 0.28%
2,917
-166
68
$238K 0.26%
1,355
69
$236K 0.26%
2,609
70
$226K 0.25%
19,900
+83
71
$219K 0.24%
2,500
72
$212K 0.23%
3,134
73
$211K 0.23%
5,875
-25
74
$211K 0.23%
2,442
-130
75
$206K 0.23%
+506
1 2
3
4