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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
251
$337K 0.01%
16,700
-600
252
$337K 0.01%
1,700
-52
253
$332K 0.01%
1,503
-107
254
$331K 0.01%
4,774
+1,422
255
$326K 0.01%
12,933
+253
256
$326K 0.01%
1,110
-1
257
$321K 0.01%
2,219
-137
258
$320K 0.01%
1,482
-34
259
$320K 0.01%
+2,261
260
$317K 0.01%
1,864
261
$311K 0.01%
4,227
262
$305K 0.01%
6,456
+2,142
263
$304K 0.01%
+6,150
264
$303K 0.01%
3,193
-2
265
$298K 0.01%
7,273
-1,242
266
$297K 0.01%
483
+50
267
$288K 0.01%
5,705
-40
268
$287K 0.01%
2,734
269
$281K 0.01%
934
-7
270
$277K 0.01%
+5,000
271
$277K 0.01%
2,114
272
$270K 0.01%
819
+122
273
$269K 0.01%
5,964
-516
274
$265K 0.01%
+5,623
275
$256K 0.01%
+1,000
9 10
11
12 13