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
$115M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$2.44M
2 +$957K
3 +$888K
4
AMZN icon
Amazon
AMZN
+$879K
5
PG icon
Procter & Gamble
PG
+$803K

Top Sells

1 +$745K
2 +$535K
3 +$297K
4
HES
Hess
HES
+$273K
5
MCK icon
McKesson
MCK
+$237K

Sector Composition

1 Industrials 15.78%
2 Financials 10.75%
3 Healthcare 10.45%
4 Consumer Staples 10.25%
5 Energy 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,200
102
-8,308
103
-2,957
104
-2,400
105
-14,800
106
-17,163