ZIG

Zuckerman Investment Group Portfolio holdings

AUM $1.12B
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.54M
3
+$5.06M
4
THS
Treehouse Foods
THS
+$4.55M
5
PGR icon
Progressive
PGR
+$3.94M

Top Sells

1
+$5.74M
2
+$5.6M
3
+$5.12M
4
DKS icon
Dick's Sporting Goods
DKS
+$3.06M
5
AGCO icon
AGCO
AGCO
+$2.31M

Sector Composition

1 Industrials 18.88%
2 Consumer Discretionary 18.55%
3 Healthcare 13.98%
4 Financials 11.91%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,348
77
– –
-56,487
78
– –
-3,070
79
– –
-17,948
80
– –
-68,076
1 2 3
4