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

Top Buys

1 +$1.42M
2 +$1.32M
3 +$1.29M
4
UNP icon
Union Pacific
UNP
+$917K
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
+$547K
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
-12,983
102
-10,387
103
-43,003
104
-3,279
105
-22,544