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
$90.4M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$305K
3
+$285K
4
MSTR icon
Strategy Inc
MSTR
+$278K
5
PLTR icon
Palantir
PLTR
+$250K

Top Sells

1
+$84.4K
2
+$68.1K
3
+$61.4K
4
JNJ icon
Johnson & Johnson
JNJ
+$34.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.9K

Sector Composition

1 Technology 26.99%
2 Financials 14.21%
3 Communication Services 7.59%
4 Consumer Staples 6.23%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.41%
2,108
52
$370K 0.41%
4,614
53
$362K 0.4%
2,862
+10
54
$353K 0.39%
8,211
+500
55
$344K 0.38%
3,752
-708
56
$340K 0.38%
14,470
+16
57
$319K 0.35%
8,500
58
$310K 0.34%
703
+15
59
$308K 0.34%
+762
60
$305K 0.34%
978
61
$295K 0.33%
694
62
$291K 0.32%
+2,135
63
$279K 0.31%
5,141
64
$276K 0.31%
3,845
-40
65
$266K 0.29%
685
+1
66
$262K 0.29%
2,124
+6
67
$255K 0.28%
656
68
$252K 0.28%
255
69
$250K 0.28%
1,100
70
$233K 0.26%
7,100
-25
71
$225K 0.25%
2,450
72
$205K 0.23%
6,000
73
$202K 0.22%
+6,994
1 2
3