We are live on ! Find out more
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
276
$256K 0.01%
+1,093
277
$254K 0.01%
5,037
278
$253K 0.01%
3,366
279
$253K 0.01%
2,206
-19
280
$252K 0.01%
1,309
-169
281
$250K 0.01%
7,485
-997
282
$246K 0.01%
+2,380
283
$244K 0.01%
1,278
-7
284
$243K 0.01%
3,604
+2
285
$243K 0.01%
2,871
-10
286
$242K 0.01%
+9,189
287
$242K 0.01%
+2,000
288
$241K 0.01%
1,654
289
$237K 0.01%
5,030
+30
290
$236K 0.01%
6,258
291
$236K 0.01%
3,574
+50
292
$234K 0.01%
2,000
293
$234K 0.01%
23,656
-44
294
$230K 0.01%
1,697
295
$227K 0.01%
4,543
296
$225K 0.01%
3,744
-6,965
297
$216K 0.01%
113
298
$216K 0.01%
1,744
+1
299
$213K 0.01%
+439
300
$212K 0.01%
+6,597
10 11
12
13 14