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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
$568M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.32M
3
+$9.2M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.78M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.75M

Top Sells

1
+$9.7M
2
+$7.53M
3
+$4.47M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.99M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.25M

Sector Composition

1 Energy 13.69%
2 Financials 3.33%
3 Technology 2.98%
4 Industrials 2.83%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
78
727
$3K ﹤0.01%
96
728
$3K ﹤0.01%
+414
729
$3K ﹤0.01%
42
730
$3K ﹤0.01%
62
731
$3K ﹤0.01%
23
732
$3K ﹤0.01%
186
733
$3K ﹤0.01%
43
-98
734
$3K ﹤0.01%
+197
735
$2K ﹤0.01%
25
736
$2K ﹤0.01%
110
737
$2K ﹤0.01%
44
-44
738
$2K ﹤0.01%
33
+1
739
$2K ﹤0.01%
30
740
$2K ﹤0.01%
76
741
$2K ﹤0.01%
87
-160
742
$2K ﹤0.01%
3
743
$2K ﹤0.01%
92
744
$2K ﹤0.01%
20
745
$2K ﹤0.01%
56
746
$2K ﹤0.01%
19
747
$2K ﹤0.01%
22
-52
748
$2K ﹤0.01%
30
749
$2K ﹤0.01%
38
750
$2K ﹤0.01%
313
-2,200
28 29
30
31 32