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
326
$42K 0.02%
+590
327
$42K 0.02%
+850
328
$41K 0.02%
+1,658
329
$41K 0.02%
+600
330
$41K 0.02%
+197
331
$40K 0.02%
+250
332
$40K 0.02%
+169
333
$40K 0.02%
+229
334
$40K 0.02%
+1,300
335
$40K 0.02%
+438
336
$39K 0.02%
+297
337
$39K 0.02%
+410
338
$38K 0.02%
+1,637
339
$37K 0.02%
+459
340
$37K 0.02%
+369
341
$37K 0.02%
+343
342
$36K 0.02%
+427
343
$36K 0.02%
+1,430
344
$36K 0.02%
+165
345
$36K 0.02%
+366
346
$35K 0.02%
+233
347
$35K 0.02%
+1,143
348
$35K 0.02%
+479
349
$35K 0.02%
+956
350
$35K 0.02%
+214