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
$96.2M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$1.6M
3 +$1.24M
4
TDOC icon
Teladoc Health
TDOC
+$995K
5
JPM icon
JPMorgan Chase
JPM
+$875K

Top Sells

1 +$2.26M
2 +$1.4M
3 +$418K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$401K

Sector Composition

1 Technology 18.6%
2 Consumer Discretionary 12.66%
3 Industrials 8.41%
4 Financials 8.28%
5 Healthcare 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$172K 0.18%
12,702
+682
77
$79K 0.08%
14,500
78
-3,038
79
-2,895
80
-2,746
81
-4,088
82
-9,275
83
-5,646
84
-11,182
85
-3,612
86
-5,065
87
-14,515
88
-9,210
89
-12,200