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
$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
Energy Select Sector SPDR Fund
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
401
$19.3K 0.01%
157
402
$19.2K 0.01%
2,200
403
$19K 0.01%
290
+10
404
$18.8K 0.01%
107
+11
405
$18.7K 0.01%
357
-12
406
$18.6K 0.01%
300
407
$18.4K 0.01%
531
+26
408
$18.3K 0.01%
28
+3
409
$18.3K 0.01%
348
-12
410
$18.3K 0.01%
590
411
$18.2K 0.01%
553
412
$18.2K 0.01%
404
413
$18.1K 0.01%
128
414
$18.1K 0.01%
240
415
$17.5K 0.01%
1,790
+43
416
$17.4K 0.01%
449
-1,309
417
$17.4K 0.01%
606
+6
418
$16.9K 0.01%
757
-161
419
$16.9K 0.01%
126
+16
420
$16.9K 0.01%
304
-133
421
$16.6K 0.01%
250
422
$16.3K 0.01%
415
-1,975
423
$16.3K 0.01%
88
-14
424
$16.1K 0.01%
330
425
$16.1K 0.01%
126
+1
15 16
17
18 19