ZCA

Zeke Capital Advisors Portfolio holdings

AUM $1.53B
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
-17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$519M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$21.7M
3
+$20M
4
FIS icon
Fidelity National Information Services
FIS
+$19.8M
5
FCN icon
FTI Consulting
FCN
+$18.3M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$3.68M
4
AMZN icon
Amazon
AMZN
+$2.76M
5
VTV icon
Vanguard Value ETF
VTV
+$1.96M

Sector Composition

1 Consumer Discretionary 22.01%
2 Technology 10.88%
3 Real Estate 9.07%
4 Industrials 6.93%
5 Financials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
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