CZI

Chan Zuckerberg Initiative Portfolio holdings

AUM $149M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.6M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$39.5M

Top Sells

1 +$26.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGK icon
1
Vanguard FTSE Europe ETF
VGK
$28.8B
$53.1M 56.65%
664,838
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$164B
$40.6M 43.35%
+464,927
VTV icon
3
Vanguard Value ETF
VTV
$162B
-147,963