ZIG
Zullo Investment Group Portfolio holdings
AUM
$247M
1-Year Return
21.61%
This Quarter Return
-4.28%
1 Year Return
+21.61%
3 Year Return
+108.08%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
-$5.11M
(-3.2%)
Cap. Flow
+$2.88M
Cap. Flow
% of AUM
1.86%
Top 10 Holdings %
Top 10 Hldgs %
35.38%
Holding
804
New
18
Increased
205
Reduced
147
Closed
22
Top Buys
| 1 |
Verizon
VZ
|
$637K |
| 2 |
Microsoft
MSFT
|
$242K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$227K |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$224K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$219K |
Top Sells
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$193K |
| 2 |
Union Pacific
UNP
|
$190K |
| 3 |
PayPal
PYPL
|
$69.2K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$66.9K |
| 5 |
Sprott Physical Gold and Silver Trust
CEF
|
$64K |
Sector Composition
| 1 | Technology | 26.84% |
| 2 | Financials | 9.8% |
| 3 | Consumer Discretionary | 9% |
| 4 | Consumer Staples | 6.91% |
| 5 | Healthcare | 6.67% |
