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
$1.43B
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1 +$13.8M
2 +$8.49M
3 +$6.68M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$5.9M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$4.99M

Top Sells

1 +$4.32M
2 +$2.17M
3 +$730K
4
IAU icon
iShares Gold Trust
IAU
+$615K
5
CMCSA icon
Comcast
CMCSA
+$603K

Sector Composition

1 Technology 7.14%
2 Healthcare 3.44%
3 Financials 2.18%
4 Consumer Discretionary 1.58%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$291K 0.02%
1,266
227
$288K 0.02%
565
-25
228
$283K 0.02%
1,087
+73
229
$279K 0.02%
21,531
230
$278K 0.02%
1,295
231
$275K 0.02%
8,258
232
$275K 0.02%
4,227
233
$273K 0.02%
1,499
+5
234
$268K 0.02%
967
+72
235
$259K 0.02%
1,653
236
$252K 0.02%
+374
237
$252K 0.02%
4,744
+200
238
$248K 0.02%
529
239
$243K 0.02%
5,000
240
$240K 0.02%
3,247
241
$239K 0.02%
3,390
242
$237K 0.02%
1,733
243
$237K 0.02%
5,000
244
$235K 0.02%
5,489
245
$230K 0.02%
2,294
+51
246
$225K 0.02%
2,891
-881
247
$223K 0.02%
+904
248
$222K 0.02%
20,854
+5,422
249
$220K 0.02%
1,007
+2
250
$220K 0.02%
3,835