ZIG

Zullo Investment Group Portfolio holdings

AUM $247M
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

Sector Composition

1 Technology 26.78%
2 Financials 9.69%
3 Consumer Discretionary 8.28%
4 Consumer Staples 6.99%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80K 0.05%
1,007
-698
227
$80K 0.05%
1,811
+187
228
$80K 0.05%
718
-31
229
$79K 0.05%
828
230
$78K 0.05%
1,941
-1,955
231
$78K 0.05%
925
-19
232
$77K 0.05%
2,425
+175
233
$77K 0.05%
1,410
+248
234
$76K 0.05%
3,184
-886
235
$74K 0.05%
400
236
$74K 0.05%
732
+66
237
$72K 0.05%
3,000
238
$71K 0.04%
1,758
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239
$71K 0.04%
1,013
-251
240
$70K 0.04%
119
241
$69K 0.04%
570
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242
$69K 0.04%
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243
$68K 0.04%
534
244
$68K 0.04%
2,145
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245
$67K 0.04%
734
246
$67K 0.04%
800
-157
247
$67K 0.04%
671
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248
$67K 0.04%
1,410
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249
$67K 0.04%
780
+14
250
$66K 0.04%
1,705
8 9
10
11 12