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
$1.43B
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$8.49M
3
+$6.68M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$5.9M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$4.99M

Top Sells

1
+$4.32M
2
+$2.17M
3
+$730K
4
IAU icon
iShares Gold Trust
IAU
+$615K
5
CMCSA icon
Comcast
CMCSA
+$603K

Sector Composition

1 Technology 7.14%
2 Healthcare 3.44%
3 Financials 2.18%
4 Consumer Discretionary 1.58%
5 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.81M 0.27%
15,467
52
$3.78M 0.26%
10,106
53
$3.59M 0.25%
53,081
+6,103
54
$3.59M 0.25%
22,340
+270
55
$3.51M 0.25%
29,652
+1,253
56
$3.45M 0.24%
36,731
+1,119
57
$3.41M 0.24%
19,671
-552
58
$3.38M 0.24%
65,946
+15,741
59
$3.35M 0.23%
10,862
+3
60
$3.33M 0.23%
1,110,712
61
$3.12M 0.22%
18,920
-79
62
$3.05M 0.21%
105,545
-8,287
63
$3.03M 0.21%
77,119
+212
64
$2.99M 0.21%
17,317
+2,667
65
$2.96M 0.21%
22,539
-27
66
$2.84M 0.2%
4,933
-45
67
$2.78M 0.19%
3,367
+67
68
$2.73M 0.19%
8,195
+176
69
$2.6M 0.18%
24,389
-1,938
70
$2.56M 0.18%
12,004
+5
71
$2.56M 0.18%
34,340
-190
72
$2.55M 0.18%
13,979
-49
73
$2.48M 0.17%
32,402
-515
74
$2.47M 0.17%
13,454
-202
75
$2.47M 0.17%
4,223
-335
1 2
3
4 5