FLYNN ZITO CAPITAL MANAGEMENT, LLC - Portfolio overview

FLYNN ZITO CAPITAL MANAGEMENT, LLC has 162 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PRF - INVESCO EXCHANGE TRADED FD T, 6.35%
2. HFXI - NEW YORK LIFE INVESTMENTS ET, 6.18%
3. IWF - ISHARES TR, 5.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.