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
251
$66K 0.04%
828
-22
252
$65K 0.04%
499
+63
253
$65K 0.04%
1,483
254
$64K 0.04%
3,800
255
$63K 0.04%
248
+3
256
$63K 0.04%
493
-65
257
$63K 0.04%
3,011
-1,026
258
$62K 0.04%
2,680
+278
259
$62K 0.04%
3,500
260
$61K 0.04%
301
-89
261
$61K 0.04%
576
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262
$60K 0.04%
267
-13
263
$60K 0.04%
4,555
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264
$59K 0.04%
400
265
$59K 0.04%
2,246
-1,021
266
$59K 0.04%
5,938
267
$58K 0.04%
3,392
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268
$58K 0.04%
2,600
+1,400
269
$57K 0.04%
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270
$56K 0.04%
1,400
271
$56K 0.04%
1,643
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272
$56K 0.04%
2,700
273
$56K 0.04%
577
-45
274
$55K 0.03%
3,600
275
$55K 0.03%
558
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12 13