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ZF

Zhang Financial Portfolio holdings

AUM $2.89B
1-Year Est. Return 18.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12.8M
3
+$12.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.91M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.61M

Top Sells

1
+$1.91M
2
+$1.38M
3
+$981K
4
JNJ icon
Johnson & Johnson
JNJ
+$866K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$621K

Sector Composition

1 Technology 6.45%
2 Healthcare 2.95%
3 Financials 2.16%
4 Consumer Discretionary 1.41%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$441K 0.02%
5,351
227
$439K 0.02%
17,226
-4,814
228
$435K 0.02%
1,224
229
$434K 0.02%
2,231
+1
230
$429K 0.02%
738
231
$392K 0.02%
+5,452
232
$388K 0.02%
920
233
$386K 0.02%
4,595
234
$383K 0.02%
11,740
-2,734
235
$381K 0.02%
5,654
236
$378K 0.02%
14,024
-815
237
$377K 0.02%
3,247
238
$373K 0.02%
+4,428
239
$369K 0.02%
+2,816
240
$366K 0.01%
8,396
-747
241
$364K 0.01%
3,375
-15
242
$355K 0.01%
2,864
+18
243
$354K 0.01%
4,315
-12,327
244
$353K 0.01%
4,015
-391
245
$350K 0.01%
2,696
+2
246
$349K 0.01%
5,489
+2
247
$343K 0.01%
3,819
248
$343K 0.01%
+3,064
249
$342K 0.01%
3,750
250
$338K 0.01%
8,948
+11
8 9
10
11 12