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
376
$23.1K 0.01%
967
377
$23K 0.01%
326
378
$23K 0.01%
764
-36
379
$22.8K 0.01%
100
380
$22.7K 0.01%
150
381
$22.4K 0.01%
2,445
382
$22.4K 0.01%
240
-26
383
$22K 0.01%
950
384
$21.7K 0.01%
1,666
385
$21.5K 0.01%
740
386
$21.3K 0.01%
534
387
$21.2K 0.01%
1,000
388
$21.2K 0.01%
894
-182
389
$20.9K 0.01%
250
390
$20.7K 0.01%
1,000
391
$20.3K 0.01%
250
392
$20.2K 0.01%
307
+10
393
$20.1K 0.01%
128
394
$20K 0.01%
400
+25
395
$19.9K 0.01%
284
+30
396
$19.8K 0.01%
14
-2
397
$19.8K 0.01%
500
398
$19.7K 0.01%
235
399
$19.6K 0.01%
4,300
400
$19.6K 0.01%
400
14 15
16
17 18