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
$975M
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$9.25M
3 +$6.35M
4
BND icon
Vanguard Total Bond Market
BND
+$5.21M
5
SYK icon
Stryker
SYK
+$5.18M

Top Sells

1 +$4.37M
2 +$3.1M
3 +$1.55M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.41M
5
HFFG icon
HF Foods Group
HFFG
+$1.22M

Sector Composition

1 Technology 7.26%
2 Healthcare 4.93%
3 Consumer Staples 2.24%
4 Financials 2.17%
5 Consumer Discretionary 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,133
252
-468
253
-1,768
254
-7,197
255
-2,371