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
$131M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$860K
2 +$483K
3 +$470K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$388K
5
NVDA icon
NVIDIA
NVDA
+$383K

Top Sells

1 +$451K
2 +$414K
3 +$409K
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$389K
5
T icon
AT&T
T
+$378K

Sector Composition

1 Industrials 12.4%
2 Technology 11.09%
3 Healthcare 10.42%
4 Financials 9.61%
5 Energy 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,181
102
-6,095