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

Top Buys

1
+$1.92M
2
+$1.32M
3
+$937K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$814K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$809K

Top Sells

1
+$3.27M
2
+$2.86M
3
+$2.74M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$782K
5
UA icon
Under Armour Class C
UA
+$671K

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
– –
-10,665
102
– –
-1,200
103
– –
-10,102
1 2 3 4
5