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

Top Buys

1 +$711K
2 +$509K
3 +$474K
4
JPM icon
JPMorgan Chase
JPM
+$453K
5
NOC icon
Northrop Grumman
NOC
+$420K

Top Sells

1 +$1.7M
2 +$925K
3 +$610K
4
GILD icon
Gilead Sciences
GILD
+$564K
5
BA icon
Boeing
BA
+$546K

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
-4,181
102
-6,095
103
-9,800