FZCM
Flynn Zito Capital Management Portfolio holdings
AUM
$238M
This Quarter Return
+5.59%
1 Year Return
+15.1%
3 Year Return
+64.21%
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+5.6%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
60.16%
Holding
125
New
9
Increased
65
Reduced
32
Closed
3
Top Buys
| 1 |
Broadcom
AVGO
|
$575K |
| 2 |
Apple
AAPL
|
$388K |
| 3 |
Eversource Energy
ES
|
$246K |
| 4 |
Constellation Energy
CEG
|
$242K |
| 5 |
Liberty All-Star Equity Fund
USA
|
$236K |
Top Sells
| 1 |
Salesforce
CRM
|
$500K |
| 2 |
HubSpot
HUBS
|
$349K |
| 3 |
Airbnb
ABNB
|
$281K |
| 4 |
Snowflake
SNOW
|
$236K |
| 5 |
Travelers Companies
TRV
|
$226K |
Sector Composition
| 1 | Technology | 22.99% |
| 2 | Consumer Discretionary | 3.29% |
| 3 | Financials | 3.08% |
| 4 | Consumer Staples | 2.98% |
| 5 | Communication Services | 2.31% |
