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
$108M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$477K
3
+$239K
4
MCK icon
McKesson
MCK
+$237K
5
UNH icon
UnitedHealth
UNH
+$230K

Top Sells

1
+$686K
2
+$453K
3
+$414K
4
BEAV
B/E Aerospace Inc
BEAV
+$406K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$362K

Sector Composition

1 Industrials 17.4%
2 Financials 11.78%
3 Healthcare 11.5%
4 Energy 10.52%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.26%
1,790
+300
77
$274K 0.25%
13,322
-9,861
78
$273K 0.25%
5,670
-6,700
79
$269K 0.25%
5,086
80
$260K 0.24%
2,529
-51
81
$252K 0.23%
12,805
82
$243K 0.23%
5,255
83
$240K 0.22%
8,975
+31
84
$239K 0.22%
+1,163
85
$237K 0.22%
+1,200
86
$230K 0.21%
+1,965
87
$229K 0.21%
6,800
88
$228K 0.21%
+2,957
89
$222K 0.21%
2,463
90
$215K 0.2%
8,308
91
$214K 0.2%
7,520
92
$213K 0.2%
+3,700
93
$213K 0.2%
3,279
94
$212K 0.2%
5,268
95
$205K 0.19%
3,100
96
$205K 0.19%
3,922
-200
97
$203K 0.19%
2,400
98
$182K 0.17%
12,001
-5,276
99
$166K 0.15%
12,565
+1,300
100
$139K 0.13%
10,102
1 2 3
4
5