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
326
$33.3K 0.02%
1,302
327
$31.9K 0.02%
684
-246
328
$31.5K 0.02%
350
329
$31.2K 0.02%
801
330
$31.1K 0.02%
975
331
$30.8K 0.02%
429
332
$30.8K 0.02%
338
+11
333
$30.7K 0.02%
252
334
$30.6K 0.02%
443
335
$30.2K 0.02%
704
336
$30.1K 0.02%
250
337
$30.1K 0.02%
274
+35
338
$30.1K 0.02%
276
+22
339
$30.1K 0.02%
650
340
$30.1K 0.02%
700
-700
341
$29.3K 0.02%
118
342
$29K 0.02%
22
343
$28.9K 0.02%
528
-37
344
$28.7K 0.02%
165
345
$28.5K 0.02%
570
-200
346
$28.4K 0.02%
638
347
$28.4K 0.02%
447
+14
348
$28K 0.02%
144
349
$27.6K 0.02%
863
+1
350
$27.5K 0.02%
189
-31
12 13
14
15 16