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
$175M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$232K
3
+$218K
4
IXN icon
iShares Global Tech ETF
IXN
+$217K
5
NSC icon
Norfolk Southern
NSC
+$215K

Top Sells

1
+$702K
2
+$600K
3
+$364K
4
TSLA icon
Tesla
TSLA
+$288K
5
GIS icon
General Mills
GIS
+$213K

Sector Composition

1 Technology 34.13%
2 Financials 8.52%
3 Consumer Discretionary 8.25%
4 Communication Services 7.41%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.97%
4,191
27
$1.68M 0.96%
25,649
-436
28
$1.63M 0.93%
6,875
+50
29
$1.51M 0.86%
3,377
-32
30
$1.44M 0.82%
3,001
+20
31
$1.44M 0.82%
13,415
+65
32
$1.44M 0.82%
17,331
+324
33
$1.36M 0.78%
5,497
+41
34
$1.33M 0.76%
17,983
+222
35
$1.33M 0.76%
9,958
+95
36
$1.33M 0.76%
7,160
-153
37
$1.25M 0.71%
10,845
+58
38
$1.24M 0.71%
10,333
-256
39
$1.18M 0.67%
5,570
+74
40
$1.17M 0.67%
2,666
+35
41
$1.13M 0.64%
2,092
+15
42
$1.08M 0.62%
2,451
+26
43
$1.08M 0.62%
12,632
-985
44
$1.06M 0.61%
17,614
-1,864
45
$981K 0.56%
26,027
+188
46
$940K 0.54%
4,165
+75
47
$925K 0.53%
8,650
48
$904K 0.52%
10,124
+933
49
$894K 0.51%
7,849
-899
50
$870K 0.5%
11,722
-71
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2
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