ZCM

Zenyatta Capital Management Portfolio holdings

AUM $74.4M
1-Year Est. Return 23.59%
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.57M
3
+$7.46M
4
APD icon
Air Products & Chemicals
APD
+$6.98M
5
PLUG icon
Plug Power
PLUG
+$6.3M

Top Sells

1
+$12.7M
2
+$9.41M
3
+$5.26M
4
MOS icon
The Mosaic Company
MOS
+$3.54M
5
EQT icon
EQT Corp
EQT
+$3.44M

Sector Composition

1 Materials 31.79%
2 Consumer Discretionary 18.34%
3 Communication Services 15.47%
4 Technology 14.52%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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-2,500
53
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-75,000
54
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-6,000
55
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-25,000
56
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-20,000
57
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-50,000
58
– –
-10,000
59
– –
-10,000
1 2
3