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
$91M
AUM Growth
-$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$413K
3
+$353K
4
SOFI icon
SoFi Technologies
SOFI
+$228K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$206K

Top Sells

1
+$319K
2
+$306K
3
+$304K
4
AAPL icon
Apple
AAPL
+$254K
5
NVDA icon
NVIDIA
NVDA
+$234K

Sector Composition

1 Technology 24.55%
2 Healthcare 12.12%
3 Financials 11.07%
4 Industrials 9.08%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.46M 10.39%
188,779
-6,371
2
$7.55M 8.29%
54,304
-1,828
3
$4.89M 5.37%
18,173
+294
4
$4.23M 4.64%
1,866
+32
5
$3.05M 3.35%
18,822
-755
6
$2.66M 2.93%
16,357
-20
7
$2.54M 2.79%
59,765
+416
8
$2.47M 2.72%
19,460
+232
9
$2.33M 2.56%
6,452
+95
10
$2.03M 2.23%
45,549
+1,143
11
$1.83M 2.01%
17,323
-302
12
$1.71M 1.88%
44,066
+987
13
$1.67M 1.83%
17,482
-91
14
$1.65M 1.81%
9,550
15
$1.6M 1.76%
9,385
-224
16
$1.6M 1.75%
16,312
+3,612
17
$1.48M 1.63%
30,036
-6,211
18
$1.43M 1.57%
36,551
+15
19
$1.36M 1.49%
58,906
-950
20
$1.34M 1.47%
5,670
-62
21
$1.3M 1.43%
6,723
+298
22
$1.29M 1.42%
5,334
-66
23
$1.25M 1.37%
5,861
-91
24
$1.23M 1.35%
+7,283
25
$1.21M 1.33%
15,261
-684
1
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