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
251
$61.8K 0.04%
828
252
$61.3K 0.04%
538
-43
253
$61.2K 0.04%
483
+1
254
$61.1K 0.04%
2,200
255
$60.7K 0.04%
2,035
-455
256
$59.6K 0.04%
251
-28
257
$59.1K 0.04%
3,211
258
$59K 0.04%
687
+28
259
$58.3K 0.04%
688
-35
260
$57.9K 0.04%
953
261
$57K 0.03%
269
+10
262
$54.1K 0.03%
1,459
-261
263
$54K 0.03%
535
264
$53.6K 0.03%
1,940
+131
265
$53.1K 0.03%
213
+28
266
$52.6K 0.03%
1,654
267
$52.4K 0.03%
676
268
$51.5K 0.03%
3,000
269
$51.5K 0.03%
209
+6
270
$51.4K 0.03%
4,200
-2,800
271
$50.2K 0.03%
1,500
272
$49.5K 0.03%
2,700
273
$49.4K 0.03%
210
274
$48.9K 0.03%
1,263
275
$47.8K 0.03%
600
9 10
11
12 13