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
201
$417K 0.03%
16,028
+128
202
$416K 0.03%
2,530
+3
203
$416K 0.03%
6,569
204
$401K 0.03%
+3,773
205
$392K 0.03%
10,680
206
$391K 0.03%
3,670
-50
207
$384K 0.03%
4,948
-43
208
$374K 0.03%
4,038
209
$371K 0.03%
5,285
+63
210
$368K 0.03%
2,305
211
$363K 0.03%
4,537
212
$362K 0.03%
2,537
+57
213
$358K 0.03%
2,053
-85
214
$354K 0.02%
3,404
+4
215
$341K 0.02%
8,573
+31
216
$329K 0.02%
5,718
+464
217
$327K 0.02%
1,914
218
$318K 0.02%
3,287
219
$313K 0.02%
4,427
+97
220
$313K 0.02%
+22,753
221
$309K 0.02%
19,000
-7,000
222
$306K 0.02%
+11,519
223
$305K 0.02%
2,685
+2
224
$304K 0.02%
11,458
225
$301K 0.02%
3,094
+64