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
$94.6M
AUM Growth
-$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$1.26M
3
+$1.05M
4
ELV icon
Elevance Health
ELV
+$366K
5
OXY icon
Occidental Petroleum
OXY
+$246K

Top Sells

1
+$4.18M
2
+$1.17M
3
+$1.06M
4
XYZ
Block Inc
XYZ
+$727K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$584K

Sector Composition

1 Technology 24.65%
2 Healthcare 12.43%
3 Financials 10.68%
4 Industrials 9.42%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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