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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

Sector Composition

1 Technology 26.78%
2 Financials 9.69%
3 Consumer Discretionary 8.28%
4 Consumer Staples 6.99%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$24K 0.02%
500
377
$24K 0.02%
49
+15
378
$24K 0.02%
968
+40
379
$24K 0.02%
+1,000
380
$24K 0.02%
484
381
$23K 0.01%
1,298
+25
382
$23K 0.01%
149
+4
383
$23K 0.01%
280
-23
384
$22K 0.01%
619
+18
385
$22K 0.01%
250
+50
386
$22K 0.01%
150
387
$22K 0.01%
102
388
$22K 0.01%
400
389
$22K 0.01%
272
-131
390
$22K 0.01%
418
-51
391
$22K 0.01%
378
-60
392
$22K 0.01%
3,000
+250
393
$21K 0.01%
165
-21
394
$21K 0.01%
2,200
+200
395
$21K 0.01%
1,000
396
$21K 0.01%
250
397
$21K 0.01%
1,150
398
$21K 0.01%
534
399
$21K 0.01%
1,000
400
$20K 0.01%
300
14 15
16
17 18