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
$84.8M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$780K
3
+$517K
4
ABBV icon
AbbVie
ABBV
+$466K
5
PHM icon
Pultegroup
PHM
+$383K

Top Sells

1
+$741K
2
+$219K
3
+$200K
4
AAPL icon
Apple
AAPL
+$77.1K
5
CRWD icon
CrowdStrike
CRWD
+$60.3K

Sector Composition

1 Technology 25.74%
2 Financials 13.07%
3 Healthcare 9.43%
4 Consumer Staples 6.57%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.38%
20,225
52
$319K 0.38%
13,657
+16
53
$317K 0.37%
1,402
+21
54
$311K 0.37%
3,450
55
$307K 0.36%
1,120
+90
56
$303K 0.36%
7,088
-227
57
$298K 0.35%
1,139
-30
58
$280K 0.33%
35,600
-4,000
59
$263K 0.31%
1,300
60
$261K 0.31%
694
61
$259K 0.31%
2,208
+6
62
$257K 0.3%
657
63
$249K 0.29%
1,500
64
$222K 0.26%
250
65
$219K 0.26%
2,594
66
$215K 0.25%
+1,000
67
$206K 0.24%
1,213
68
$202K 0.24%
+7,125
69
– –
-1,420
1 2
3