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
+$179K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$3.75M
2 +$3.01M
3 +$2.74M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$794K
5
EMD
Western Asset Emerging Markets
EMD
+$698K

Sector Composition

1 Industrials 16.99%
2 Energy 10.49%
3 Communication Services 9.47%
4 Financials 9.26%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,200
102
-10,102
103
-6,255