Instuitional Investor - Blue Zone Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Blue Zone Wealth Advisors, Llc
Portfolio Value $250,566,685
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
41,067 $16,817,686 6.71%
2. AAPL 53,107 $10,224,783 4.08%
3. IEF 135,339 $10,163,936 4.05%
4. GOOG 59,955 $8,375,114 3.34%
5. CRM 26,611 $7,002,419 2.79%