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
301
$41.5K 0.03%
565
+15
302
$41.2K 0.03%
545
+5
303
$39.7K 0.02%
394
304
$39.7K 0.02%
1,694
-812
305
$39.6K 0.02%
2,223
306
$39.6K 0.02%
880
+35
307
$39.5K 0.02%
471
-23
308
$39.2K 0.02%
1,385
309
$39.1K 0.02%
691
-265
310
$39.1K 0.02%
472
-36
311
$38.9K 0.02%
9,000
312
$38.9K 0.02%
576
313
$38.6K 0.02%
784
-4
314
$38.3K 0.02%
114
315
$38K 0.02%
370
316
$37.8K 0.02%
600
317
$37.1K 0.02%
979
-197
318
$36.1K 0.02%
1,215
319
$36.1K 0.02%
491
+3
320
$35.2K 0.02%
694
321
$35.2K 0.02%
1,040
+750
322
$34.3K 0.02%
291
+41
323
$33.6K 0.02%
492
324
$33.5K 0.02%
202
-45
325
$33.3K 0.02%
1,040
+28
11 12
13
14 15