GZ

George Zachary Portfolio holdings

AUM $2.34M
1-Year Est. Return 9.35%
This Quarter Est. Return
1 Year Est. Return
+9.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.52M
AUM Growth
-$653K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$74.8K

Top Sells

1
+$806K
2
+$479K

Sector Composition

1 Consumer Discretionary 41.98%
2 Financials 29.51%
3 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.06M 41.98%
11,300
+800
2
$743K 29.51%
34,900
3
$718K 28.51%
15,000
-10,000
4
– –
-50,000