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
$143M
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$728K
2 +$475K
3 +$419K
4
HAS icon
Hasbro
HAS
+$219K
5
KO icon
Coca-Cola
KO
+$215K

Top Sells

1 +$1.12M
2 +$266K
3 +$220K
4
MMM icon
3M
MMM
+$211K
5
PM icon
Philip Morris
PM
+$203K

Sector Composition

1 Technology 11.59%
2 Financials 2.99%
3 Consumer Discretionary 2.33%
4 Healthcare 1.74%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,163