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
426
$16.1K 0.01%
300
427
$15.8K 0.01%
260
428
$15.6K 0.01%
185
429
$15.6K 0.01%
73
430
$15.5K 0.01%
829
-174
431
$15.4K 0.01%
86
432
$15.3K 0.01%
1,025
+25
433
$15K 0.01%
125
434
$14.8K 0.01%
300
+25
435
$14.6K 0.01%
700
+100
436
$14.5K 0.01%
300
437
$14.4K 0.01%
300
438
$14.4K 0.01%
135
-21
439
$14.4K 0.01%
100
440
$14.3K 0.01%
332
-57
441
$14.2K 0.01%
507
442
$14.1K 0.01%
67
443
$14.1K 0.01%
142
444
$14K 0.01%
318
445
$14K 0.01%
307
+2
446
$13.8K 0.01%
1,000
447
$13.7K 0.01%
55
+7
448
$13.6K 0.01%
+105
449
$13.4K 0.01%
229
+1
450
$13.3K 0.01%
119
+17
16 17
18
19 20