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
$77.5M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$249K
2 +$231K
3 +$219K
4
PEP icon
PepsiCo
PEP
+$201K
5
UNH icon
UnitedHealth
UNH
+$43K

Top Sells

1 +$3.96M
2 +$2.14M
3 +$1.86M
4
WM icon
Waste Management
WM
+$821K
5
DIS icon
Walt Disney
DIS
+$744K

Sector Composition

1 Technology 26.59%
2 Financials 12.9%
3 Healthcare 10.03%
4 Consumer Staples 6.94%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-9,550
77
-8,443
78
-1,037
79
-506
80
-1,842
81
-5,363