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
301
$52K 0.03%
+167
302
$51K 0.03%
+375
303
$51K 0.03%
+1,927
304
$51K 0.03%
+161
305
$50K 0.03%
+1,024
306
$50K 0.03%
+2,000
307
$49K 0.03%
+225
308
$49K 0.03%
+646
309
$48K 0.02%
+280
310
$48K 0.02%
+1,200
311
$48K 0.02%
+280
312
$48K 0.02%
+576
313
$47K 0.02%
+2,616
314
$47K 0.02%
+699
315
$47K 0.02%
+4,300
316
$47K 0.02%
+789
317
$46K 0.02%
+536
318
$45K 0.02%
+2,445
319
$44K 0.02%
+1,200
320
$44K 0.02%
+1,050
321
$44K 0.02%
+394
322
$44K 0.02%
+400
323
$43K 0.02%
+282
324
$43K 0.02%
+1,235
325
$42K 0.02%
+140
11 12
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