ZA

Zweig Advisers Portfolio holdings

AUM $586M
1-Year Est. Return 1.34%
This Quarter Est. Return
1 Year Est. Return
+1.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$673M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$13M
2 +$12.5M
3 +$10.1M
4
EXPR
Express, Inc.
EXPR
+$8.59M
5
HAS icon
Hasbro
HAS
+$6.83M

Top Sells

1 +$11.6M
2 +$9.34M
3 +$9.23M
4
V icon
Visa
V
+$8.41M
5
DHI icon
D.R. Horton
DHI
+$8.21M

Sector Composition

1 Financials 18.91%
2 Industrials 14.43%
3 Technology 13.8%
4 Energy 12.22%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-356,000