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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
State Street Technology Select Sector SPDR ETF
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%
1,483
253
$65K 0.04%
499
+63
254
$64K 0.04%
3,800
255
$63K 0.04%
248
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256
$63K 0.04%
493
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257
$63K 0.04%
3,011
-1,026
258
$62K 0.04%
2,680
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259
$62K 0.04%
3,500
260
$61K 0.04%
301
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261
$61K 0.04%
576
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262
$60K 0.04%
267
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263
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4,555
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264
$59K 0.04%
400
265
$59K 0.04%
2,246
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266
$59K 0.04%
5,938
267
$58K 0.04%
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268
$58K 0.04%
2,600
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269
$57K 0.04%
865
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270
$56K 0.04%
1,643
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271
$56K 0.04%
2,700
272
$56K 0.04%
577
-45
273
$56K 0.04%
1,400
274
$55K 0.03%
3,600
275
$55K 0.03%
558
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9 10
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12 13