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
$191M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$566K
3 +$352K
4
T icon
AT&T
T
+$210K
5
F icon
Ford
F
+$153K

Top Sells

1 +$613K
2 +$562K
3 +$499K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$478K
5
COP icon
ConocoPhillips
COP
+$340K

Sector Composition

1 Healthcare 3.7%
2 Consumer Staples 3.44%
3 Financials 2.9%
4 Consumer Discretionary 1.41%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$63K 0.03%
1,039
77
$23K 0.01%
4,500
78
-2,829
79
-3,309
80
-4,849
81
-5,921
82
-1,324
83
-1,575
84
-4,225