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
$716M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$11.6M
3 +$11.1M
4
ORCL icon
Oracle
ORCL
+$10.9M
5
INTC icon
Intel
INTC
+$7.05M

Top Sells

1 +$13M
2 +$12.8M
3 +$9.99M
4
AMZN icon
Amazon
AMZN
+$8.98M
5
EXPR
Express, Inc.
EXPR
+$7.78M

Sector Composition

1 Financials 17.88%
2 Technology 16.07%
3 Industrials 14.27%
4 Energy 11.89%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-24,500