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
276
$47.3K 0.03%
324
277
$46.3K 0.03%
197
278
$46.3K 0.03%
456
+56
279
$45.9K 0.03%
4,108
280
$45.9K 0.03%
137
+11
281
$45.8K 0.03%
400
282
$45.2K 0.03%
790
+50
283
$45.2K 0.03%
145
+15
284
$44.7K 0.03%
1,092
285
$44.7K 0.03%
427
286
$44.4K 0.03%
262
287
$44.1K 0.03%
200
288
$44K 0.03%
1,050
289
$44K 0.03%
715
+21
290
$43.8K 0.03%
280
291
$43.7K 0.03%
850
292
$43.6K 0.03%
1,918
293
$43.2K 0.03%
3,000
294
$42.3K 0.03%
1,020
+1
295
$42.2K 0.03%
207
296
$42K 0.03%
419
-13
297
$42K 0.03%
1,194
-140
298
$41.9K 0.03%
1,041
299
$41.8K 0.03%
582
300
$41.5K 0.03%
1,546
+1
10 11
12
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