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
$987M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Sells

1 +$2.16M
2 +$1.87M
3 +$1.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.27M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.07M

Sector Composition

1 Technology 6.7%
2 Healthcare 4.51%
3 Financials 2.14%
4 Consumer Staples 1.93%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-4,450
252
-14,199
253
-7,353
254
-5,847
255
-12,111