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
$145M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$510K
3
+$465K
4
JPM icon
JPMorgan Chase
JPM
+$446K
5
NOC icon
Northrop Grumman
NOC
+$388K

Top Sells

1
+$1.66M
2
+$925K
3
+$610K
4
GILD icon
Gilead Sciences
GILD
+$564K
5
BA icon
Boeing
BA
+$547K

Sector Composition

1 Industrials 13.71%
2 Technology 11.72%
3 Financials 10.67%
4 Consumer Discretionary 8.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,095
102
– –
-6,095
103
– –
-9,800
1 2 3 4
5