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
$126M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.6M
3
+$1.41M
4
ECL icon
Ecolab
ECL
+$1.41M
5
BND icon
Vanguard Total Bond Market
BND
+$626K

Top Sells

1
+$1.11M
2
+$1.03M
3
+$571K
4
FHN icon
First Horizon
FHN
+$532K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$516K

Sector Composition

1 Industrials 16.28%
2 Energy 10.23%
3 Financials 10.09%
4 Technology 9.24%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,279
102
– –
-22,544
103
– –
-3,925
104
– –
-5,268
105
– –
-11,941
1 2 3 4
5