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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
901
$0 ﹤0.01%
+2
902
– –
-4,000
903
$0 ﹤0.01%
+1
904
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905
$0 ﹤0.01%
+2
906
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-1,500
907
$0 ﹤0.01%
+1
908
– –
-3,000
909
$0 ﹤0.01%
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910
$0 ﹤0.01%
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911
$0 ﹤0.01%
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912
$0 ﹤0.01%
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913
$0 ﹤0.01%
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914
$0 ﹤0.01%
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915
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916
$0 ﹤0.01%
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917
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918
$0 ﹤0.01%
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920
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921
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922
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923
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924
$0 ﹤0.01%
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925
– –
-46
35 36
37
38 39