ZF

Zhang Financial Portfolio holdings

AUM $2.17B
1-Year Est. Return 15.26%
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

1 +$2.08M
2 +$1.26M
3 +$504K
4
CMCSA icon
Comcast
CMCSA
+$332K
5
SLV icon
iShares Silver Trust
SLV
+$269K

Sector Composition

1 Technology 7.34%
2 Healthcare 5.28%
3 Financials 2.41%
4 Consumer Staples 2.13%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-14,448
227
-383
228
-2,855
229
-8,110
230
-6,490