AF
Aldebaran Financial Portfolio holdings
AUM
$100M
1-Year Est. Return
21.82%
1 Year Est. Return
+21.82%
AUM
$100M
AUM Growth
+$9.6M
(+11%)
Holding
80
Top Buys
| 1 | +$1.07M | |
| 2 | +$643K | |
| 3 | +$393K | |
| 4 |
Packaging Corp of America
PKG
|
+$262K |
| 5 |
Palo Alto Networks
PANW
|
+$257K |
Top Sells
| 1 | +$308K | |
| 2 | +$279K | |
| 3 | +$211K | |
| 4 |
AT&T
T
|
+$202K |
| 5 |
Johnson & Johnson
JNJ
|
+$96.2K |
Sector Composition
| 1 | Technology | 25.59% |
| 2 | Financials | 13.66% |
| 3 | Communication Services | 7.5% |
| 4 | Consumer Staples | 6.05% |
| 5 | Industrials | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Towne Bank
TOWN
$2.7B
| $207K | 0.21% |
6,000
|
|
||
77
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $203K | 0.2% |
+340
|
|
||
78
Centene
CNC
$19.1B
| – | – |
-5,141
|
|
||
79
Strategy Inc
MSTR
$53.5B
| – | – |
-762
|
|
||
|
80
AT&T
T
$180B
| – | – |
-6,994
|
|