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
$129M
AUM Growth
-$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$585K
3
+$538K
4
SOFI icon
SoFi Technologies
SOFI
+$278K
5
TDOC icon
Teladoc Health
TDOC
+$226K

Top Sells

1
+$3.05M
2
+$1.27M
3
+$489K
4
FTNT icon
Fortinet
FTNT
+$432K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$226K

Sector Composition

1 Technology 25.46%
2 Healthcare 12.99%
3 Financials 10.31%
4 Industrials 9.32%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.21%
1,660
77
$271K 0.21%
1,620
+15
78
$259K 0.2%
3,134
79
$255K 0.2%
9,340
+1,340
80
$253K 0.2%
5,675
81
$252K 0.2%
2,741
82
$249K 0.19%
2,500
+100
83
$236K 0.18%
410
84
$236K 0.18%
7,050
85
$233K 0.18%
1,469
-24
86
$225K 0.17%
650
87
$220K 0.17%
2,222
88
$209K 0.16%
1,500
89
$188K 0.15%
16,817
+200
90
– –
-1,902
91
– –
-5,691
92
– –
-16,514
1 2 3
4