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ZF
Zhang Financial Portfolio holdings
AUM
$2.89B
1-Year Est. Return
18.46%
This Fund
S&P 500
1 Year Est. Return
+18.46%
AUM
$325M
AUM Growth
+$47.1M
(+17%)
Holding
111
Top Buys
| 1 | +$2.84M | |
| 2 | +$1.56M | |
| 3 | +$1.37M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$533K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$486K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$1.22M | |
| 3 | +$799K | |
| 4 |
SHYF
The Shyft Group
SHYF
|
+$359K |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$348K |
Sector Composition
| 1 | Healthcare | 6.41% |
| 2 | Technology | 3.31% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Consumer Staples | 2.43% |
| 5 | Financials | 2.34% |