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ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$1.16M
3
+$800K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$494K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$483K

Top Sells

1
+$1.01M
2
+$918K
3
+$778K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$712K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$533K

Sector Composition

1 Energy 11.53%
2 Healthcare 3.02%
3 Industrials 2.88%
4 Technology 2.72%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K ﹤0.01%
5,551
-6,012
377
$16K ﹤0.01%
2,857
-1,036
378
$16K ﹤0.01%
1,860
+281
379
$16K ﹤0.01%
466
+3
380
$16K ﹤0.01%
269
381
$15K ﹤0.01%
326
+1
382
$15K ﹤0.01%
224
-1
383
$15K ﹤0.01%
573
+55
384
$15K ﹤0.01%
198
-81
385
$15K ﹤0.01%
100
386
$15K ﹤0.01%
408
387
$15K ﹤0.01%
11,760
+240
388
$15K ﹤0.01%
292
-116
389
$15K ﹤0.01%
1,000
-680
390
$15K ﹤0.01%
316
391
$14K ﹤0.01%
273
+2
392
$14K ﹤0.01%
80
393
$14K ﹤0.01%
364
-694
394
$14K ﹤0.01%
214
-131
395
$14K ﹤0.01%
208
396
$14K ﹤0.01%
1,141
+389
397
$14K ﹤0.01%
93
398
$14K ﹤0.01%
463
-26
399
$14K ﹤0.01%
197
-279
400
$14K ﹤0.01%
232
+1
14 15
16
17 18