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
351
$27.2K 0.02%
400
352
$27.2K 0.02%
545
353
$26.6K 0.02%
414
354
$26.6K 0.02%
645
+37
355
$26.4K 0.02%
1,200
356
$26.2K 0.02%
2,930
-1,975
357
$25.9K 0.02%
424
+6
358
$25.8K 0.02%
1,396
+69
359
$25.8K 0.02%
682
360
$25.7K 0.02%
380
+1
361
$25.5K 0.02%
1,055
+20
362
$25.4K 0.02%
2,610
-1,250
363
$25.1K 0.02%
306
364
$25K 0.02%
500
365
$24.9K 0.02%
1,300
366
$24.2K 0.01%
362
367
$23.8K 0.01%
484
368
$23.8K 0.01%
205
369
$23.8K 0.01%
264
-21
370
$23.7K 0.01%
256
371
$23.4K 0.01%
4,000
372
$23.4K 0.01%
60
+6
373
$23.3K 0.01%
500
374
$23.2K 0.01%
469
375
$23.2K 0.01%
384
13 14
15
16 17