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
$132M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$179K
2 +$43.6K
3 +$34.9K
4
PFE icon
Pfizer
PFE
+$20.1K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$15.9K

Sector Composition

1 Consumer Staples 3.95%
2 Financials 3.43%
3 Healthcare 2.58%
4 Industrials 1.02%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$225K 0.17%
17,672
+6,444
52
$208K 0.16%
+4,590