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
451
$17K 0.01%
+220
452
$17K 0.01%
+160
453
$17K 0.01%
+90
454
$17K 0.01%
+200
455
$16K 0.01%
+186
456
$16K 0.01%
+172
457
$16K 0.01%
+591
458
$16K 0.01%
+210
459
$16K 0.01%
+99
460
$16K 0.01%
+105
461
$16K 0.01%
+521
462
$16K 0.01%
+80
463
$16K 0.01%
+228
464
$16K 0.01%
+600
465
$16K 0.01%
+205
466
$16K 0.01%
+150
467
$15K 0.01%
+500
468
$15K 0.01%
+740
469
$15K 0.01%
+979
470
$15K 0.01%
+113
471
$15K 0.01%
+258
472
$15K 0.01%
+60
473
$14K 0.01%
+715
474
$14K 0.01%
+1,000
475
$14K 0.01%
+41
17 18
19
20 21