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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

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
326
$35K 0.02%
197
327
$35K 0.02%
370
328
$35K 0.02%
342
+10
329
$34K 0.02%
704
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330
$34K 0.02%
415
-28
331
$34K 0.02%
600
332
$32K 0.02%
480
333
$32K 0.02%
429
-249
334
$32K 0.02%
694
335
$32K 0.02%
2,445
336
$31K 0.02%
130
337
$31K 0.02%
144
-23
338
$31K 0.02%
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339
$30K 0.02%
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340
$30K 0.02%
817
341
$30K 0.02%
638
342
$30K 0.02%
350
343
$30K 0.02%
443
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344
$30K 0.02%
1,038
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345
$30K 0.02%
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346
$30K 0.02%
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347
$30K 0.02%
1,300
348
$29K 0.02%
250
349
$29K 0.02%
576
-448
350
$29K 0.02%
486
+2
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14
15 16