ZAM

Zeal Asset Management Portfolio holdings

AUM $39.4M
1-Year Est. Return 38.83%
This Quarter Est. Return
1 Year Est. Return
+38.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.2M
AUM Growth
-$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M

Top Sells

1
+$3.49M
2
+$2.44M

Sector Composition

1 Healthcare 93.84%
2 Consumer Discretionary 6.16%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.4M 70.32%
139,904
2
$10.2M 23.52%
304,820
-104,754
3
$2.66M 6.16%
+106,231
4
– –
-10,238