ZF

Zhang Financial Portfolio holdings

AUM $2.68B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$11.1M
3 +$8.59M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$6.43M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$4.86M

Top Sells

1 +$5.76M
2 +$2.47M
3 +$1.13M
4
SYK icon
Stryker
SYK
+$957K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$722K

Sector Composition

1 Technology 6.54%
2 Healthcare 3.83%
3 Financials 2.25%
4 Consumer Discretionary 1.66%
5 Consumer Staples 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-9,224