FZCM

Flynn Zito Capital Management Portfolio holdings

AUM $271M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$4.29M
3
+$4.23M
4
AAPL icon
Apple
AAPL
+$2.84M
5
CRM icon
Salesforce
CRM
+$2.7M

Top Sells

1
+$6.95M
2
+$314K
3
+$310K
4
LOW icon
Lowe's Companies
LOW
+$271K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$225K

Sector Composition

1 Technology 21.67%
2 Financials 3.5%
3 Consumer Discretionary 3.25%
4 Consumer Staples 2.31%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.28%
6,728
+43
52
$531K 0.27%
+847
53
$521K 0.27%
3,422
+1,105
54
$518K 0.27%
5,838
+3,355
55
$512K 0.26%
14,290
-588
56
$510K 0.26%
3,380
-86
57
$510K 0.26%
1,149
-45
58
$495K 0.26%
17,834
-1,637
59
$487K 0.25%
+3,670
60
$473K 0.24%
26,891
-1,623
61
$464K 0.24%
13,041
+178
62
$451K 0.23%
7,027
-1,629
63
$445K 0.23%
24,027
+2,159
64
$429K 0.22%
+60,009
65
$423K 0.22%
+2,615
66
$405K 0.21%
+13,036
67
$394K 0.2%
6,544
+1,636
68
$385K 0.2%
+24,492
69
$376K 0.19%
+6,582
70
$365K 0.19%
1,824
+13
71
$358K 0.18%
1,269
+140
72
$356K 0.18%
15,266
+3,811
73
$351K 0.18%
5,545
-107
74
$342K 0.18%
1,788
+8
75
$305K 0.16%
+1,850
1 2
3
4 5