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
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-3,038
79
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-2,895
80
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-2,746
81
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-4,088
82
– –
-9,275
83
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-5,646
84
– –
-11,182
85
– –
-3,612
86
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-5,065
87
– –
-14,515
88
– –
-9,210
89
– –
-12,200
1 2 3
4