AF

Aldebaran Financial Portfolio holdings

AUM $108M
1-Year Est. Return 20.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.49%
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
+$757K
2
+$497K
3
+$440K
4
PHM icon
Pultegroup
PHM
+$339K
5
LLY icon
Eli Lilly
LLY
+$333K

Top Sells

1
+$718K
2
+$216K
3
+$200K
4
AAPL icon
Apple
AAPL
+$73.9K
5
CRWD icon
CrowdStrike
CRWD
+$61.1K

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%
2,804
+42
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