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
$91M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$413K
3 +$353K
4
SOFI icon
SoFi Technologies
SOFI
+$228K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$206K

Top Sells

1 +$319K
2 +$306K
3 +$304K
4
AAPL icon
Apple
AAPL
+$254K
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
-15,970
77
-10,400
78
-8,791