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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$8.84M
3
+$6.98M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.19M
5
NVDA icon
NVIDIA
NVDA
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.21%
2 Consumer Discretionary 9.88%
3 Financials 9.44%
4 Communication Services 6.71%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$77K 0.04%
+2,400
252
$75K 0.04%
+114
253
$75K 0.04%
+118
254
$75K 0.04%
+795
255
$74K 0.04%
+316
256
$74K 0.04%
+1,541
257
$74K 0.04%
+1,336
258
$73K 0.04%
+649
259
$72K 0.04%
+346
260
$71K 0.04%
+390
261
$71K 0.04%
+763
262
$71K 0.04%
+1,328
263
$70K 0.04%
+818
264
$70K 0.04%
+309
265
$69K 0.04%
+273
266
$68K 0.04%
+1,300
267
$68K 0.04%
+297
268
$68K 0.04%
+630
269
$67K 0.03%
+3,800
270
$67K 0.03%
+3,500
271
$67K 0.03%
+553
272
$66K 0.03%
+375
273
$66K 0.03%
+2,700
274
$64K 0.03%
+1,064
275
$64K 0.03%
+579
9 10
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