We are live on ! Find out more
ZF

Zhang Financial Portfolio holdings

AUM $2.89B
1-Year Est. Return 18.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.46B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$12.8M
3
+$12.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.91M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.61M

Top Sells

1
+$1.91M
2
+$1.38M
3
+$981K
4
JNJ icon
Johnson & Johnson
JNJ
+$866K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$621K

Sector Composition

1 Technology 6.45%
2 Healthcare 2.95%
3 Financials 2.16%
4 Consumer Discretionary 1.41%
5 Communication Services 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.47M 0.1%
+16,886
102
$2.39M 0.1%
11,075
+225
103
$2.38M 0.1%
9,356
-361
104
$2.31M 0.09%
6,334
105
$2.31M 0.09%
12,484
-5,057
106
$2.31M 0.09%
9,345
+2,232
107
$2.29M 0.09%
4,653
+557
108
$2.26M 0.09%
3
109
$2.25M 0.09%
5,557
+845
110
$2.23M 0.09%
2,885
+42
111
$2.21M 0.09%
6,471
+210
112
$2.19M 0.09%
22,378
+2,228
113
$2.15M 0.09%
12,567
+465
114
$2.13M 0.09%
10,151
+48
115
$2.12M 0.09%
49,527
+3,439
116
$2.1M 0.09%
15,262
-14,278
117
$2.07M 0.08%
4,154
+1,145
118
$2.07M 0.08%
15,955
+215
119
$2.07M 0.08%
65,715
-2,578
120
$2.03M 0.08%
11,621
+2,942
121
$2.01M 0.08%
16,884
+427
122
$2M 0.08%
167,204
-44
123
$1.99M 0.08%
2,607
+27
124
$1.98M 0.08%
14,056
-294
125
$1.98M 0.08%
14,138
+16
3 4
5
6 7