AF
Aldebaran Financial Portfolio holdings
AUM
$105M
1-Year Est. Return
19.84%
This Fund
S&P 500
1 Year Est. Return
+19.84%
AUM
$105M
AUM Growth
-$2.76M
(-2.6%)
Holding
81
Top Buys
| 1 | +$485K | |
| 2 | +$278K | |
| 3 | +$231K | |
| 4 |
American Electric Power
AEP
|
+$213K |
| 5 |
Phillips 66
PSX
|
+$207K |
Top Sells
| 1 | +$442K | |
| 2 | +$318K | |
| 3 | +$286K | |
| 4 |
Palo Alto Networks
PANW
|
+$236K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$232K |
Sector Composition
| 1 | Technology | 21.64% |
| 2 | Financials | 12.17% |
| 3 | Consumer Discretionary | 8.02% |
| 4 | Communication Services | 6.77% |
| 5 | Industrials | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Elevance Health
ELV
$88.8B
| $201K | 0.19% |
688
+1
|
|
||
77
iShares Global Tech ETF
IXN
$9.51B
| – | – |
-2,055
|
|
||
|
78
Palo Alto Networks
PANW
$220B
| – | – |
-1,263
|
|
||
79
Starbucks
SBUX
$109B
| – | – |
-3,351
|
|
||
80
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.6B
| – | – |
-8,500
|
|
||
|
81
Vanguard S&P 500 ETF
VOO
$976B
| – | – |
-368
|
|