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
$124M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$254K
3
+$212K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$201K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$157K

Top Sells

1
+$481K
2
+$327K
3
+$325K
4
BABA icon
Alibaba
BABA
+$262K
5
AMGN icon
Amgen
AMGN
+$242K

Sector Composition

1 Technology 23.48%
2 Healthcare 12.49%
3 Financials 9.4%
4 Industrials 8.82%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.21%
2,741
77
$245K 0.2%
1,062
78
$236K 0.19%
3,250
79
$223K 0.18%
1,493
-31
80
$220K 0.18%
650
81
$215K 0.17%
5,475
-200
82
$212K 0.17%
+1,410
83
$210K 0.17%
1,902
84
$207K 0.17%
4,870
+50
85
$201K 0.16%
+1,500
86
$159K 0.13%
16,617
87
– –
-987
88
– –
-2,400
89
– –
-1,174
90
– –
-561
91
– –
-2,901
1 2 3
4