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
$112M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$791K
3 +$706K
4
EPD icon
Enterprise Products Partners
EPD
+$435K
5
AUDC icon
AudioCodes
AUDC
+$427K

Top Sells

1 +$6.54M
2 +$1.57M
3 +$1.05M
4
ATHL
ATHLON ENERGY INC COM
ATHL
+$964K
5
KMB icon
Kimberly-Clark
KMB
+$844K

Sector Composition

1 Energy 18.11%
2 Industrials 15.66%
3 Healthcare 11.15%
4 Financials 11.07%
5 Technology 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,268
127
-7,915
128
-14,108
129
-5,200