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
76
$2.43M 0.17%
5,063
+428
77
$2.36M 0.17%
91,110
+15,216
78
$2.32M 0.16%
19,217
79
$2.32M 0.16%
33,895
+1,870
80
$2.32M 0.16%
18,706
+408
81
$2.3M 0.16%
11,390
+293
82
$2.22M 0.16%
103,722
+5,112
83
$2.16M 0.15%
12,598
+1,186
84
$2.16M 0.15%
18,267
+543
85
$2.05M 0.14%
26,554
-1,372
86
$1.99M 0.14%
158,433
-32
87
$1.95M 0.14%
41,070
+4,356
88
$1.93M 0.14%
8,349
+1,116
89
$1.84M 0.13%
3
90
$1.84M 0.13%
463
+61
91
$1.83M 0.13%
3,908
+133
92
$1.82M 0.13%
18,734
+1,961
93
$1.81M 0.13%
10,699
+703
94
$1.8M 0.13%
3,973
+514
95
$1.67M 0.12%
64,579
-6,397
96
$1.67M 0.12%
15,628
+29
97
$1.66M 0.12%
7,549
+46
98
$1.63M 0.11%
1,797
-113
99
$1.62M 0.11%
5,516
100
$1.56M 0.11%
15,450
2 3
4
5 6