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
$122M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$318K
3
+$245K
4
IAU icon
iShares Gold Trust
IAU
+$234K
5
SOFI icon
SoFi Technologies
SOFI
+$229K

Top Sells

1
+$380K
2
+$302K
3
+$221K
4
BND icon
Vanguard Total Bond Market
BND
+$210K
5
PG icon
Procter & Gamble
PG
+$173K

Sector Composition

1 Technology 20.47%
2 Healthcare 13.36%
3 Financials 9.47%
4 Industrials 9.07%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.2%
1,902
77
$244K 0.2%
2,741
78
$242K 0.2%
987
+3
79
$240K 0.2%
5,675
80
$236K 0.19%
3,250
81
$229K 0.19%
+12,300
82
$225K 0.18%
650
-485
83
$225K 0.18%
+5,698
84
$225K 0.18%
1,524
-3
85
$222K 0.18%
+561
86
$213K 0.18%
4,820
+40
87
$205K 0.17%
2,400
88
$177K 0.15%
16,617
89
– –
-7,550
1 2 3
4