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AF

Aldebaran Financial Portfolio holdings

AUM $105M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$558K
3
+$403K
4
SOFI icon
SoFi Technologies
SOFI
+$293K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$224K

Top Sells

1
+$345K
2
+$313K
3
+$304K
4
AAPL icon
Apple
AAPL
+$287K
5
NVDA icon
NVIDIA
NVDA
+$234K

Sector Composition

1 Technology 24.55%
2 Healthcare 12.12%
3 Financials 11.07%
4 Industrials 9.08%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,400
77
– –
-8,791
78
– –
-15,970
1 2 3
4