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
$181M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$16.2M
3
+$11.6M
4
VTV icon
Vanguard Value ETF
VTV
+$11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.8M

Top Sells

1
+$12.8M
2
+$10.6M
3
+$8.52M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$6.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$6.75M

Sector Composition

1 Technology 3.29%
2 Healthcare 1.9%
3 Consumer Discretionary 1.25%
4 Communication Services 1.23%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
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