ZF

Zhang Financial Portfolio holdings

AUM $2.68B
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.22M
3 +$453K
4
IBM icon
IBM
IBM
+$345K
5
TSLA icon
Tesla
TSLA
+$330K

Top Sells

1 +$2.23M
2 +$1.37M
3 +$960K
4
VV icon
Vanguard Large-Cap ETF
VV
+$459K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$456K

Sector Composition

1 Healthcare 5.93%
2 Technology 3.37%
3 Consumer Discretionary 2.96%
4 Consumer Staples 2.38%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-19,692
102
-10,650