ZI

ZEGA Investments Portfolio holdings

AUM $399M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$51M
2 +$32.2M
3 +$24.5M
4
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$21.5M
5
AMZN icon
Amazon
AMZN
+$16.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.47%
2 Consumer Discretionary 6.83%
3 Energy 4.94%
4 Healthcare 4.63%
5 Financials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$78.9K 0.02%
+13,798
127
$63.9K 0.02%
+10,100
128
$18.1K ﹤0.01%
+37,600