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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
$582M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$55.6M
3
+$39.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$36.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$34.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 5.4%
2 Industrials 3.1%
3 Financials 2.87%
4 Consumer Staples 2.57%
5 Technology 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$5K ﹤0.01%
+133
677
$5K ﹤0.01%
+60
678
$5K ﹤0.01%
+67
679
$5K ﹤0.01%
+425
680
$5K ﹤0.01%
+172
681
$4K ﹤0.01%
+560
682
$4K ﹤0.01%
+109
683
$4K ﹤0.01%
+126
684
$4K ﹤0.01%
+95
685
$4K ﹤0.01%
+238
686
$4K ﹤0.01%
+100
687
$4K ﹤0.01%
+44
688
$4K ﹤0.01%
+176
689
$4K ﹤0.01%
+52
690
$4K ﹤0.01%
+88
691
$4K ﹤0.01%
+24
692
$4K ﹤0.01%
+86
693
$4K ﹤0.01%
+124
694
$4K ﹤0.01%
+104
695
$4K ﹤0.01%
+3
696
$4K ﹤0.01%
+75
697
$4K ﹤0.01%
+37
698
$4K ﹤0.01%
+162
699
$4K ﹤0.01%
+235
700
$4K ﹤0.01%
+258
26 27
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