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
$108M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$477K
3 +$239K
4
MCK icon
McKesson
MCK
+$237K
5
UNH icon
UnitedHealth
UNH
+$230K

Top Sells

1 +$686K
2 +$453K
3 +$414K
4
BEAV
B/E Aerospace Inc
BEAV
+$406K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$362K

Sector Composition

1 Industrials 17.4%
2 Financials 11.78%
3 Healthcare 11.5%
4 Energy 10.52%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$104K 0.1%
4,474
-416
102
$16K 0.01%
+3,300
103
-2,211
104
-14,225
105
-3,940
106
-5,351