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
376
$28K 0.01%
+480
377
$28K 0.01%
+650
378
$28K 0.01%
+137
379
$27K 0.01%
+1,273
380
$27K 0.01%
+496
381
$27K 0.01%
+186
382
$27K 0.01%
+925
383
$27K 0.01%
+150
384
$27K 0.01%
+886
385
$27K 0.01%
+1,900
386
$27K 0.01%
+800
387
$27K 0.01%
+3,000
388
$26K 0.01%
+1,660
389
$26K 0.01%
+1,418
390
$26K 0.01%
+300
391
$26K 0.01%
+550
392
$26K 0.01%
+285
393
$25K 0.01%
+566
394
$25K 0.01%
+109
395
$25K 0.01%
+2,000
396
$25K 0.01%
+150
397
$25K 0.01%
+1,150
398
$25K 0.01%
+325
399
$25K 0.01%
+481
400
$25K 0.01%
+290
14 15
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