AF
Aldebaran Financial Portfolio holdings
AUM
$90.4M
This Quarter Return
+9.37%
1 Year Return
+25.41%
3 Year Return
+69.82%
5 Year Return
+109.3%
10 Year Return
+241.43%
AUM
$135M
AUM Growth
+$135M
(+9.4%)
Cap. Flow
-$290K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
46.3%
Holding
92
New
6
Increased
39
Reduced
23
Closed
2
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.78M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.35M |
| 3 |
SoFi Technologies
SOFI
|
$684K |
| 4 |
NVIDIA
NVDA
|
$235K |
| 5 |
Costco
COST
|
$233K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.73M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.33M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.29M |
| 4 |
Brookfield Renewable
BEP
|
$446K |
| 5 |
First Horizon
FHN
|
$397K |
Sector Composition
| 1 | Technology | 25.56% |
| 2 | Healthcare | 12.12% |
| 3 | Industrials | 9.43% |
| 4 | Financials | 9.08% |
| 5 | Communication Services | 6.17% |
