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
$107M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$382K
3 +$363K
4
ABBV icon
AbbVie
ABBV
+$322K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$276K

Top Sells

1 +$718K
2 +$325K
3 +$306K
4
PEP icon
PepsiCo
PEP
+$263K
5
JNJ icon
Johnson & Johnson
JNJ
+$244K

Sector Composition

1 Technology 18.9%
2 Consumer Discretionary 12.07%
3 Financials 9.19%
4 Industrials 9.16%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$226K 0.21%
981
+3
77
$211K 0.2%
+561
78
$204K 0.19%
+1,000
79
$90K 0.08%
14,500
80
-4,699
81
-1,897
82
-4,117
83
-8,310
84
-1,983