AF

Aldebaran Financial Portfolio holdings

AUM $108M
1-Year Est. Return 20.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.49%
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
+$1.3M
2
+$1.27M
3
+$385K
4
OXY icon
Occidental Petroleum
OXY
+$262K
5
PLUG icon
Plug Power
PLUG
+$206K

Top Sells

1
+$4.18M
2
+$1.23M
3
+$1.06M
4
XYZ
Block Inc
XYZ
+$727K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$640K

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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