AF

Aldebaran Financial Portfolio holdings

AUM $100M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.21M
3
+$4.19M
4
PG icon
Procter & Gamble
PG
+$2.85M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.55M

Top Sells

No sells this quarter

Sector Composition

1 Energy 19.25%
2 Industrials 14.72%
3 Financials 11.92%
4 Healthcare 9.46%
5 Utilities 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.4%
+22,652
77
$415K 0.39%
+1,400
78
$407K 0.39%
+16,043
79
$392K 0.37%
+25,457
80
$357K 0.34%
+5,031
81
$356K 0.34%
+2
82
$353K 0.34%
+2,970
83
$349K 0.33%
+4,900
84
$338K 0.32%
+14,640
85
$330K 0.31%
+7,230
86
$328K 0.31%
+16,915
87
$309K 0.29%
+7,540
88
$306K 0.29%
+6,000
89
$305K 0.29%
+11,760
90
$304K 0.29%
+6,125
91
$302K 0.29%
+14,108
92
$299K 0.28%
+10,840
93
$297K 0.28%
+9,752
94
$290K 0.28%
+3,900
95
$284K 0.27%
+4,228
96
$261K 0.25%
+10,343
97
$261K 0.25%
+5,017
98
$258K 0.25%
+4,917
99
$252K 0.24%
+14,071
100
$237K 0.23%
+13,869
1 2 3
4
5