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
$142M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$442K
3
+$308K
4
ALB icon
Albemarle
ALB
+$300K
5
CSX icon
CSX Corp
CSX
+$237K

Top Sells

1
+$1.29M
2
+$1.04M
3
+$768K
4
BMY icon
Bristol-Myers Squibb
BMY
+$608K
5
JNJ icon
Johnson & Johnson
JNJ
+$601K

Sector Composition

1 Industrials 13.77%
2 Technology 11.94%
3 Financials 9.57%
4 Healthcare 9.11%
5 Energy 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,689
102
– –
-8,235
103
– –
-80,000
1 2 3 4
5