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

Top Sells

1 +$4.08M
2 +$1.19M
3 +$739K
4
FTNT icon
Fortinet
FTNT
+$482K
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
-7,125
78
-3,450