AF
Aldebaran Financial Portfolio holdings
AUM
$108M
1-Year Est. Return
20.49%
This Fund
S&P 500
1 Year Est. Return
+20.49%
AUM
$108M
AUM Growth
+$8.09M
(+8.1%)
Holding
79
Top Buys
| 1 | +$4.93M | |
| 2 | +$996K | |
| 3 | +$960K | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$316K |
| 5 |
Symbotic
SYM
|
+$227K |
Top Sells
| 1 | +$349K | |
| 2 | +$312K | |
| 3 | +$281K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$278K |
| 5 |
Dollar General
DG
|
+$237K |
Sector Composition
| 1 | Technology | 23.44% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.65% |
| 4 | Communication Services | 7.27% |
| 5 | Industrials | 5.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Symbotic
SYM
$6.69B
| $207K | 0.19% |
+3,430
|
|
||
77
Towne Bank
TOWN
$3.11B
| $202K | 0.19% |
6,000
|
|
||
|
78
Dollar General
DG
$32.3B
| – | – |
-2,294
|
|
||
79
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.9B
| – | – |
-340
|
|