ZIG

Zullo Investment Group Portfolio holdings

AUM $270M
1-Year Est. Return 27.17%
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$160K
2
+$118K
3
+$113K
4
MSFT icon
Microsoft
MSFT
+$105K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$88.3K

Top Sells

1
+$224K
2
+$157K
3
+$104K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$81.8K
5
HAL icon
Halliburton
HAL
+$77.7K

Sector Composition

1 Technology 25.2%
2 Financials 10.6%
3 Consumer Discretionary 7.45%
4 Consumer Staples 7.23%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75.8K 0.05%
960
227
$75.2K 0.05%
1,010
+4
228
$75K 0.05%
473
-20
229
$74.5K 0.05%
1,731
230
$72.9K 0.04%
2,763
+61
231
$72.5K 0.04%
4,162
+118
232
$72.1K 0.04%
740
233
$71.7K 0.04%
6,038
+100
234
$70.1K 0.04%
972
-10
235
$69.9K 0.04%
930
-303
236
$68.4K 0.04%
3,000
237
$68K 0.04%
1,705
238
$66.6K 0.04%
790
239
$65.8K 0.04%
534
240
$65.5K 0.04%
705
241
$65.3K 0.04%
+2,706
242
$64.9K 0.04%
5,102
+587
243
$64.5K 0.04%
1,716
-25
244
$64K 0.04%
280
+28
245
$63.6K 0.04%
2,350
-400
246
$63.6K 0.04%
363
247
$63.6K 0.04%
465
+1
248
$62.3K 0.04%
1,000
+52
249
$62K 0.04%
1,159
+4
250
$61.9K 0.04%
328
+11
8 9
10
11 12