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
$139M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$776K
3 +$444K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$285K
5
VT icon
Vanguard Total World Stock ETF
VT
+$218K

Top Sells

1 +$86.9K
2 +$37.6K
3 +$16.6K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$16.2K
5
PFE icon
Pfizer
PFE
+$15K

Sector Composition

1 Consumer Staples 4.08%
2 Financials 3.55%
3 Healthcare 2.62%
4 Real Estate 1.87%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.17%
17,680
+8
52
$234K 0.17%
2,884
53
$228K 0.16%
4,590
54
$218K 0.16%
+3,661