ZIG

Zullo Investment Group Portfolio holdings

AUM $273M
1-Year Est. Return 25.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.31%
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
+$317K
2
+$256K
3
+$208K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$189K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$169K

Top Sells

1
+$161K
2
+$146K
3
+$141K
4
HSY icon
Hershey
HSY
+$139K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$134K

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
301
$41K 0.03%
1,041
302
$41K 0.03%
1,135
303
$40K 0.03%
494
-234
304
$40K 0.03%
1,050
305
$40K 0.03%
169
+29
306
$39K 0.02%
427
307
$39K 0.02%
625
+149
308
$39K 0.02%
1,245
+10
309
$39K 0.02%
600
310
$38K 0.02%
148
311
$38K 0.02%
540
+2
312
$38K 0.02%
651
313
$38K 0.02%
690
+95
314
$37K 0.02%
1,370
+68
315
$37K 0.02%
280
316
$37K 0.02%
394
317
$37K 0.02%
588
+6
318
$37K 0.02%
576
319
$37K 0.02%
111
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320
$37K 0.02%
680
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$36K 0.02%
233
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322
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700
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323
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+1,500
324
$36K 0.02%
252
325
$35K 0.02%
370
11 12
13
14 15