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
$124M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$2.35M
3 +$1.94M
4
UA icon
Under Armour Class C
UA
+$1.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M

Top Sells

1 +$3.1M
2 +$2M
3 +$1.51M
4
PFGC icon
Performance Food Group
PFGC
+$1.48M
5
MO icon
Altria Group
MO
+$1.19M

Sector Composition

1 Industrials 17.68%
2 Energy 10.27%
3 Financials 9.97%
4 Communication Services 9.44%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-48,457
102
-19,532
103
-63,400
104
-23,500
105
-21,855