AF

Aldebaran Financial Portfolio holdings

AUM $90.4M
1-Year Est. Return 25.41%
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$671K
3
+$535K
4
FTNT icon
Fortinet
FTNT
+$473K
5
BABA icon
Alibaba
BABA
+$427K

Top Sells

1
+$1.95M
2
+$857K
3
+$698K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$559K
5
KLXI
KLX Inc.
KLXI
+$433K

Sector Composition

1 Industrials 17.44%
2 Energy 13.76%
3 Financials 11.98%
4 Healthcare 11%
5 Technology 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.35%
2,725
+250
77
$369K 0.32%
9,191
+900
78
$364K 0.31%
5,351
-1,550
79
$359K 0.31%
14,640
80
$359K 0.31%
5,878
81
$356K 0.31%
5,869
-3,496
82
$325K 0.28%
10,381
-783
83
$316K 0.27%
9,600
-4,000
84
$311K 0.27%
5,716
-332
85
$285K 0.24%
9,176
+3,974
86
$277K 0.24%
3,279
87
$273K 0.23%
13,005
88
$271K 0.23%
1,790
-880
89
$271K 0.23%
+1,200
90
$261K 0.22%
+2,957
91
$261K 0.22%
5,255
92
$260K 0.22%
2,423
+78
93
$244K 0.21%
9,284
+29
94
$239K 0.21%
7,623
-5,798
95
$238K 0.2%
1,045
-18
96
$233K 0.2%
3,100
-50
97
$232K 0.2%
+1,965
98
$227K 0.19%
2,463
99
$226K 0.19%
+5,268
100
$225K 0.19%
8,000
-2,000
1 2 3
4
5