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
401
$20K 0.01%
128
402
$20K 0.01%
500
403
$19K 0.01%
186
+25
404
$19K 0.01%
643
405
$19K 0.01%
330
406
$19K 0.01%
48
407
$19K 0.01%
350
-200
408
$19K 0.01%
360
+110
409
$18K 0.01%
240
410
$18K 0.01%
240
411
$18K 0.01%
389
412
$18K 0.01%
404
-36
413
$18K 0.01%
156
414
$18K 0.01%
1,666
415
$18K 0.01%
6,450
+150
416
$18K 0.01%
360
-78
417
$18K 0.01%
157
-13
418
$17K 0.01%
339
-114
419
$17K 0.01%
2,000
420
$17K 0.01%
14
-3
421
$17K 0.01%
+500
422
$17K 0.01%
505
423
$17K 0.01%
508
424
$17K 0.01%
125
425
$17K 0.01%
494
+3
15 16
17
18 19