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
26
$1.43M 0.74%
+2,855
27
$1.39M 0.72%
+13,159
28
$1.39M 0.71%
+6,783
29
$1.28M 0.66%
+2,257
30
$1.24M 0.64%
+20,886
31
$1.18M 0.61%
+6,465
32
$1.18M 0.61%
+39,168
33
$1.17M 0.6%
+6,757
34
$1.17M 0.6%
+1,938
35
$1.16M 0.6%
+8,691
36
$1.16M 0.6%
+4,319
37
$1.1M 0.57%
+2,412
38
$1.1M 0.57%
+9,647
39
$1.09M 0.56%
+11,728
40
$1.09M 0.56%
+17,142
41
$1.06M 0.54%
+7,300
42
$1.02M 0.53%
+11,285
43
$1.02M 0.52%
+7,080
44
$1.01M 0.52%
+8,500
45
$1.01M 0.52%
+13,058
46
$994K 0.51%
+17,906
47
$990K 0.51%
+5,937
48
$985K 0.51%
+3,811
49
$983K 0.51%
+16,653
50
$971K 0.5%
+18,859