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
$316M
AUM Growth
+$93.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$4.98M
2 +$3.35M
3 +$3.26M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.51M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.25M

Top Sells

1 +$7.14M
2 +$730K
3 +$701K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$241K
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$232K

Sector Composition

1 Financials 7.9%
2 Communication Services 6.84%
3 Technology 5.03%
4 Healthcare 4.71%
5 Energy 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-15,100
202
-2,492