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
276
$63K 0.03%
+1,174
277
$63K 0.03%
+247
278
$61K 0.03%
+210
279
$61K 0.03%
+1,024
280
$61K 0.03%
+183
281
$61K 0.03%
+1,058
282
$60K 0.03%
+505
283
$60K 0.03%
+400
284
$60K 0.03%
+1,770
285
$59K 0.03%
+352
286
$59K 0.03%
+1,172
287
$59K 0.03%
+250
288
$58K 0.03%
+1,545
289
$57K 0.03%
+388
290
$56K 0.03%
+341
291
$56K 0.03%
+3,000
292
$55K 0.03%
+148
293
$54K 0.03%
+582
294
$54K 0.03%
+6,514
295
$54K 0.03%
+535
296
$54K 0.03%
+850
297
$53K 0.03%
+1,032
298
$52K 0.03%
+2,500
299
$52K 0.03%
+110
300
$52K 0.03%
+252
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