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
$451M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.75M
3
+$3.33M
4
BCO icon
Brink's
BCO
+$2.49M
5
THS
Treehouse Foods
THS
+$675K

Top Sells

1
+$4.89M
2
+$4.22M
3
+$3.18M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$2.56M
5
PARA
Paramount Global Class B
PARA
+$2.52M

Sector Composition

1 Consumer Discretionary 20.26%
2 Industrials 18.59%
3 Healthcare 13.9%
4 Financials 12.46%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$85K 0.02%
13,163
77
$79K 0.02%
10,200
78
– –
-1,940
79
– –
-4,579
1 2 3
4