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
$154M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$611K
3
+$484K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$468K
5
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$389K

Top Sells

1
+$4M
2
+$686K
3
+$473K
4
AMZN icon
Amazon
AMZN
+$399K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$332K

Sector Composition

1 Industrials 13.44%
2 Technology 11.63%
3 Healthcare 10.05%
4 Financials 9.46%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$430K 0.28%
8,310
-100
77
$427K 0.28%
5,600
78
$392K 0.25%
8,289
+15
79
$389K 0.25%
+6,095
80
$374K 0.24%
12,825
81
$371K 0.24%
6,095
82
$363K 0.24%
1,365
-75
83
$338K 0.22%
4,770
-510
84
$338K 0.22%
1,440
-50
85
$335K 0.22%
3,177
-500
86
$329K 0.21%
6,838
-1,000
87
$299K 0.19%
2,450
88
$285K 0.19%
1,750
89
$258K 0.17%
+7,131
90
$251K 0.16%
1,113
-125
91
$231K 0.15%
4,448
92
$224K 0.15%
+2,910
93
$222K 0.14%
+9,000
94
$220K 0.14%
4,181
95
$201K 0.13%
1,200
96
$187K 0.12%
13,615
-10,500
97
$148K 0.1%
16,017
-74,293
98
– –
-2,310
99
– –
-5,402
100
– –
-20,559
1 2 3
4