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
$90.4M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$329K
2
+$305K
3
+$285K
4
MSTR icon
Strategy Inc
MSTR
+$278K
5
PLTR icon
Palantir
PLTR
+$250K

Top Sells

1
+$84.4K
2
+$68.1K
3
+$61.4K
4
JNJ icon
Johnson & Johnson
JNJ
+$34.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.9K

Sector Composition

1 Technology 26.99%
2 Financials 14.21%
3 Communication Services 7.59%
4 Consumer Staples 6.23%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.72M 8.55%
73,042
+554
2
$7.55M 8.36%
15,549
-49
3
$5.47M 6.05%
73,014
+4,397
4
$5.07M 5.61%
24,692
+491
5
$4.72M 5.22%
7,638
+498
6
$4.17M 4.62%
8,391
+187
7
$3.56M 3.94%
22,516
+892
8
$3.33M 3.69%
11,497
+320
9
$3.27M 3.62%
44,960
+901
10
$2.53M 2.8%
11,064
+165
11
$2.44M 2.7%
3,300
+168
12
$2.3M 2.55%
23,558
+646
13
$1.99M 2.2%
12,464
+5
14
$1.98M 2.19%
11,171
+747
15
$1.92M 2.13%
3,489
+662
16
$1.47M 1.62%
2,882
-157
17
$1.4M 1.55%
5,734
-34
18
$1.28M 1.42%
10,349
-106
19
$1.14M 1.26%
4,176
+1
20
$1.12M 1.24%
1,443
+191
21
$1.07M 1.18%
4,168
22
$943K 1.04%
3,103
+32
23
$896K 0.99%
3,944
+58
24
$866K 0.96%
5,671
-224
25
$840K 0.93%
3,785
-50
1
2 3