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
$93.1M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$824K
2 +$631K
3 +$576K
4
DIS icon
Walt Disney
DIS
+$523K
5
FNB icon
FNB Corp
FNB
+$269K

Top Sells

1 +$552K
2 +$394K
3 +$246K
4
GNRC icon
Generac Holdings
GNRC
+$238K
5
DG icon
Dollar General
DG
+$183K

Sector Composition

1 Technology 24%
2 Financials 12.5%
3 Healthcare 11.18%
4 Industrials 9.35%
5 Consumer Staples 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$224K 0.24%
506
77
$204K 0.22%
1,842
-600
78
-1,355