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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
551
$6K ﹤0.01%
56
552
$6K ﹤0.01%
144
553
$6K ﹤0.01%
68
554
$6K ﹤0.01%
60
-32
555
$6K ﹤0.01%
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-30
556
$6K ﹤0.01%
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-45
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$5K ﹤0.01%
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560
$5K ﹤0.01%
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-452
561
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$5K ﹤0.01%
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$5K ﹤0.01%
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564
$5K ﹤0.01%
210
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$5K ﹤0.01%
117
566
$5K ﹤0.01%
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567
$5K ﹤0.01%
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568
$5K ﹤0.01%
36
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569
$5K ﹤0.01%
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570
$5K ﹤0.01%
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571
$5K ﹤0.01%
127
+3
572
$5K ﹤0.01%
166
-417
573
$5K ﹤0.01%
382
-234
574
$5K ﹤0.01%
218
575
$5K ﹤0.01%
348
+158
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