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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
126
$1.94M 0.08%
32,958
+217
127
$1.9M 0.08%
22,635
+131
128
$1.9M 0.08%
15,735
+3,830
129
$1.89M 0.08%
19,524
+7
130
$1.88M 0.08%
16,920
131
$1.87M 0.08%
7,453
+9
132
$1.87M 0.08%
28,612
+448
133
$1.85M 0.08%
56,102
-873
134
$1.84M 0.07%
39,965
+760
135
$1.82M 0.07%
11,221
-20
136
$1.8M 0.07%
12,656
+293
137
$1.8M 0.07%
4,803
-61
138
$1.77M 0.07%
+21,717
139
$1.7M 0.07%
14,476
+3,136
140
$1.69M 0.07%
724
+3
141
$1.61M 0.07%
5,723
-296
142
$1.58M 0.06%
14,288
+7
143
$1.52M 0.06%
55,763
+210
144
$1.51M 0.06%
+5,091
145
$1.51M 0.06%
16,200
+542
146
$1.49M 0.06%
23,831
-2,777
147
$1.46M 0.06%
2,451
148
$1.44M 0.06%
4,074
+2,543
149
$1.41M 0.06%
1,528
+2
150
$1.37M 0.06%
1,172
+120
4 5
6
7 8