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
$85.6M
AUM Growth
+$730K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$818K
2
+$816K
3
+$655K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$627K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$612K

Top Sells

1
+$4.08M
2
+$1.11M
3
+$740K
4
FTNT icon
Fortinet
FTNT
+$450K
5
SO icon
Southern Company
SO
+$311K

Sector Composition

1 Technology 26.45%
2 Financials 13.72%
3 Communication Services 6.95%
4 Consumer Staples 6.35%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,594
77
– –
-3,450
78
– –
-21,906
1 2 3
4