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

Top Buys

1
+$2.2M
2
+$946K
3
+$879K
4
AMZN icon
Amazon
AMZN
+$840K
5
PG icon
Procter & Gamble
PG
+$786K

Top Sells

1
+$745K
2
+$535K
3
+$304K
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
– –
-3,300
102
– –
-5,670
103
– –
-3,922
104
– –
-1,200
105
– –
-8,308
106
– –
-2,957
1 2 3 4
5