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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
$955M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$6.76M
3
+$2.9M
4
BND icon
Vanguard Total Bond Market
BND
+$2.26M
5
JPM icon
JPMorgan Chase
JPM
+$2.24M

Top Sells

1
+$6M
2
+$3.38M
3
+$1.92M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.71M

Sector Composition

1 Technology 10.04%
2 Healthcare 7.9%
3 Financials 5.39%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
540
-2,149
902
$1K ﹤0.01%
3
-6
903
$1K ﹤0.01%
13
-49
904
$1K ﹤0.01%
2
905
$1K ﹤0.01%
+6
906
$1K ﹤0.01%
15
907
$1K ﹤0.01%
10
908
$1K ﹤0.01%
4
-31
909
$1K ﹤0.01%
14
-50
910
$1K ﹤0.01%
20
911
$1K ﹤0.01%
38
-10
912
$1K ﹤0.01%
4
913
$1K ﹤0.01%
21
-8
914
$1K ﹤0.01%
+8
915
$1K ﹤0.01%
24
916
$1K ﹤0.01%
10
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917
$1K ﹤0.01%
30
918
$1K ﹤0.01%
20
919
$1K ﹤0.01%
12
920
– –
-19
921
– –
-213
922
$0 ﹤0.01%
21
923
– –
-97
924
– –
-266
925
– –
-14
35 36
37
38 39