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
$108M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$477K
3
+$239K
4
MCK icon
McKesson
MCK
+$237K
5
UNH icon
UnitedHealth
UNH
+$230K

Top Sells

1
+$686K
2
+$453K
3
+$414K
4
BEAV
B/E Aerospace Inc
BEAV
+$406K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$362K

Sector Composition

1 Industrials 17.4%
2 Financials 11.78%
3 Healthcare 11.5%
4 Energy 10.52%
5 Consumer Staples 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.56M 6.08%
44,582
-398
2
$3.44M 3.19%
26,325
+100
3
$3.43M 3.18%
17,032
+1
4
$3.43M 3.17%
33,247
-225
5
$3.14M 2.91%
46,900
-795
6
$2.73M 2.53%
103,784
+2,500
7
$2.73M 2.53%
34,833
+464
8
$2.72M 2.52%
27,026
+249
9
$2.61M 2.42%
184,392
-4,410
10
$2.6M 2.4%
157,940
+803
11
$2.56M 2.37%
423,885
+32,260
12
$2.55M 2.36%
64,470
+5,404
13
$2.33M 2.16%
30,125
-1,965
14
$2.29M 2.12%
43,687
+653
15
$2.25M 2.08%
49,030
+4,478
16
$2.08M 1.92%
25,909
+151
17
$2.03M 1.88%
48,408
18
$1.99M 1.84%
29,817
-6,207
19
$1.94M 1.8%
74,786
+743
20
$1.92M 1.78%
19,427
+4
21
$1.91M 1.77%
136,668
+6,722
22
$1.76M 1.63%
41,546
-2,479
23
$1.76M 1.63%
17,914
-425
24
$1.6M 1.48%
31,243
+809
25
$1.5M 1.38%
13,661
1
2 3 4 5