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
201
$585K 0.02%
2,244
202
$583K 0.02%
1,685
+4
203
$580K 0.02%
5,587
+349
204
$551K 0.02%
2,500
205
$546K 0.02%
17,118
+14
206
$544K 0.02%
3,898
+2
207
$526K 0.02%
1,748
208
$519K 0.02%
17,839
+73
209
$518K 0.02%
6,571
-748
210
$507K 0.02%
4,076
-13
211
$503K 0.02%
2,345
-7
212
$500K 0.02%
3,737
-718
213
$499K 0.02%
8,713
+3
214
$493K 0.02%
2,683
-52
215
$491K 0.02%
17,385
-306
216
$485K 0.02%
+10,890
217
$485K 0.02%
3,034
-497
218
$484K 0.02%
1,863
+5
219
$483K 0.02%
4,082
+1,067
220
$469K 0.02%
2,507
221
$467K 0.02%
+5,347
222
$464K 0.02%
1,660
+729
223
$461K 0.02%
6,380
+560
224
$458K 0.02%
+3,996
225
$442K 0.02%
2,331
7 8
9
10 11