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
$155M
AUM Growth
-$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$274K
3
+$260K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$257K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$230K

Top Sells

1
+$216K
2
+$193K
3
+$71.1K
4
BAC icon
Bank of America
BAC
+$69.6K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$68.3K

Sector Composition

1 Technology 26.84%
2 Financials 9.8%
3 Consumer Discretionary 9%
4 Consumer Staples 6.91%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$33K 0.02%
370
327
$33K 0.02%
252
328
$32K 0.02%
114
329
$32K 0.02%
1,012
+64
330
$32K 0.02%
220
-13
331
$31K 0.02%
429
332
$31K 0.02%
492
-96
333
$31K 0.02%
1,215
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334
$31K 0.02%
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335
$30K 0.02%
682
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336
$30K 0.02%
694
337
$29K 0.02%
801
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338
$29K 0.02%
975
339
$29K 0.02%
704
340
$29K 0.02%
488
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341
$28K 0.02%
418
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342
$28K 0.02%
638
343
$28K 0.02%
350
344
$28K 0.02%
400
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345
$27K 0.02%
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346
$27K 0.02%
254
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347
$27K 0.02%
327
-5
348
$27K 0.02%
165
349
$27K 0.02%
565
350
$27K 0.02%
250
12 13
14
15 16