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
$1.75B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Sells

1 +$1.56M
2 +$974K
3 +$916K
4
TGT icon
Target
TGT
+$816K
5
AIT icon
Applied Industrial Technologies
AIT
+$718K

Sector Composition

1 Technology 6.86%
2 Healthcare 3.75%
3 Financials 2.38%
4 Consumer Discretionary 1.61%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-1,014
302
-5,234
303
-3,605