ZF
Zhang Financial Portfolio holdings
AUM
$2.17B
This Quarter Return
+2.12%
1 Year Return
+15.26%
3 Year Return
+58.35%
5 Year Return
+94.58%
10 Year Return
+156.92%
AUM
$1.43B
AUM Growth
+$1.43B
(+5.9%)
Cap. Flow
+$64.6M
Cap. Flow
% of AUM
4.52%
Top 10 Holdings %
Top 10 Hldgs %
53.67%
Holding
275
New
9
Increased
134
Reduced
67
Closed
8
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$13.8M |
| 2 |
NVIDIA
NVDA
|
$8.54M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$8.49M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$6.68M |
| 5 |
iShares Bitcoin Trust
IBIT
|
$5.9M |
Top Sells
| 1 |
Grayscale Bitcoin Trust
GBTC
|
$4.32M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.17M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$730K |
| 4 |
iShares Gold Trust
IAU
|
$615K |
| 5 |
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% |
