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
451
$13.2K 0.01%
102
452
$13.2K 0.01%
135
453
$13.2K 0.01%
44
454
$13.1K 0.01%
93
455
$13K 0.01%
452
456
$13K 0.01%
2,000
457
$12.9K 0.01%
141
458
$12.9K 0.01%
147
459
$12.9K 0.01%
300
460
$12.8K 0.01%
+1,000
461
$12.7K 0.01%
+916
462
$12.5K 0.01%
141
+41
463
$12.3K 0.01%
24
464
$12.3K 0.01%
1,000
465
$12.2K 0.01%
715
466
$12.2K 0.01%
100
467
$12.2K 0.01%
300
468
$12.2K 0.01%
258
469
$12.1K 0.01%
97
470
$12K 0.01%
190
+10
471
$11.9K 0.01%
190
472
$11.8K 0.01%
320
+30
473
$11.8K 0.01%
1,200
+100
474
$11.7K 0.01%
170
475
$11.6K 0.01%
1,046
-292
17 18
19
20 21