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
$70.7M
AUM Growth
+$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$506K
2
+$211K
3
+$200K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$83.2K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$68.8K

Top Sells

1
+$2.58M
2
+$421K
3
+$366K
4
CVX icon
Chevron
CVX
+$237K
5
ADBE icon
Adobe
ADBE
+$224K

Sector Composition

1 Technology 25.91%
2 Financials 14.4%
3 Healthcare 10.01%
4 Communication Services 7.21%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.41%
13,865
+319
52
$286K 0.4%
1,375
-27
53
$278K 0.39%
7,144
-500
54
$277K 0.39%
3,867
-500
55
$268K 0.38%
1,300
56
$236K 0.33%
4,075
-450
57
$232K 0.33%
1,420
-525
58
$226K 0.32%
1,500
-900
59
$223K 0.31%
2,196
+6
60
$211K 0.3%
1,199
-3
61
$211K 0.3%
+575
62
$200K 0.28%
+1,100
63
– –
-375
64
– –
-1,590
1 2
3