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
351
$34K 0.02%
+412
352
$34K 0.02%
+560
353
$34K 0.02%
+1,092
354
$33K 0.02%
+694
355
$33K 0.02%
+488
356
$32K 0.02%
+862
357
$32K 0.02%
+413
358
$31K 0.02%
+1,959
359
$31K 0.02%
+250
360
$31K 0.02%
+280
361
$31K 0.02%
+102
362
$30K 0.02%
+3,300
363
$30K 0.02%
+276
364
$30K 0.02%
+264
365
$30K 0.02%
+1,000
366
$30K 0.02%
+484
367
$30K 0.02%
+348
368
$29K 0.01%
+1,100
369
$29K 0.01%
+900
370
$29K 0.01%
+442
371
$29K 0.01%
+453
372
$29K 0.01%
+638
373
$29K 0.01%
+613
374
$29K 0.01%
+610
375
$29K 0.01%
+1,000