ZC

Zeit Capital Portfolio holdings

AUM $147M
1-Year Est. Return 12.32%
This Quarter Est. Return
1 Year Est. Return
+12.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$26.6K
3
+$8K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$5.35K
5
BND icon
Vanguard Total Bond Market
BND
+$4.36K

Top Sells

1
+$322K
2
+$293K
3
+$142K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$110K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$93.7K

Sector Composition

1 Technology 1.37%
2 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-965
27
– –
-685
28
– –
-764
29
– –
-1,735
1
2