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
401
$25K 0.01%
+4,000
402
$24K 0.01%
+225
403
$24K 0.01%
+100
404
$24K 0.01%
+330
405
$23K 0.01%
+49
406
$23K 0.01%
+500
407
$23K 0.01%
+220
408
$23K 0.01%
+379
409
$23K 0.01%
+19
410
$23K 0.01%
+100
411
$22K 0.01%
+585
412
$22K 0.01%
+545
413
$22K 0.01%
+400
414
$22K 0.01%
+864
415
$22K 0.01%
+193
416
$22K 0.01%
+1,248
417
$21K 0.01%
+1,615
418
$21K 0.01%
+1,000
419
$21K 0.01%
+500
420
$21K 0.01%
+160
421
$21K 0.01%
+115
422
$21K 0.01%
+130
423
$20K 0.01%
+20
424
$20K 0.01%
+1,000
425
$20K 0.01%
+33
15 16
17
18 19