ZCA

Zeke Capital Advisors Portfolio holdings

AUM $1.53B
1-Year Est. Return 17.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$486M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.25M
3
+$2.02M
4
AAPL icon
Apple
AAPL
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$922K

Top Sells

1
+$3.54M
2
+$2.96M
3
+$969K
4
DFS
Discover Financial Services
DFS
+$731K
5
DVN icon
Devon Energy
DVN
+$602K

Sector Composition

1 Communication Services 12.85%
2 Financials 8.36%
3 Healthcare 6.28%
4 Technology 6.27%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
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