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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
1001
$0 ﹤0.01%
+2
1002
$0 ﹤0.01%
1
-24
1003
$0 ﹤0.01%
+72
1004
– –
-1,112
1005
– –
-3,276
1006
– –
-6,086
1007
– –
-770
1008
– –
-1,707
1009
– –
-109
1010
– –
-648
1011
– –
-133
1012
$0 ﹤0.01%
+11
1013
– –
-50
1014
– –
-582
1015
$0 ﹤0.01%
+3
1016
$0 ﹤0.01%
+3
1017
$0 ﹤0.01%
+1
1018
$0 ﹤0.01%
+1
1019
$0 ﹤0.01%
+6
1020
$0 ﹤0.01%
+2
1021
– –
-72
1022
$0 ﹤0.01%
+3
1023
$0 ﹤0.01%
+4
1024
$0 ﹤0.01%
+5
1025
– –
-456
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