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
$195M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$321K
2 +$290K
3 +$267K
4
ALL icon
Allstate
ALL
+$238K
5
NSC icon
Norfolk Southern
NSC
+$227K

Top Sells

1 +$277K
2 +$239K
3 +$203K
4
WMT icon
Walmart
WMT
+$96.6K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$90.2K

Sector Composition

1 Technology 33.99%
2 Financials 9.4%
3 Consumer Discretionary 8.67%
4 Communication Services 7.26%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.84M 0.94%
7,063
+66
27
$1.83M 0.94%
4,191
28
$1.8M 0.92%
28,451
+440
29
$1.7M 0.87%
3,222
+55
30
$1.65M 0.85%
19,285
+327
31
$1.63M 0.83%
9,935
+58
32
$1.59M 0.81%
3,327
-10
33
$1.53M 0.78%
5,863
+236
34
$1.52M 0.78%
10,305
+1,966
35
$1.46M 0.75%
2,218
+69
36
$1.45M 0.75%
10,411
-44
37
$1.45M 0.74%
5,721
+42
38
$1.44M 0.74%
20,024
+154
39
$1.35M 0.69%
13,478
+76
40
$1.31M 0.67%
2,699
-7
41
$1.31M 0.67%
18,980
+3,878
42
$1.28M 0.66%
7,560
+150
43
$1.25M 0.64%
11,421
+153
44
$1.2M 0.61%
2,477
45
$1.12M 0.57%
27,887
-722
46
$1.11M 0.57%
11,912
-497
47
$1.09M 0.56%
18,567
+235
48
$1.09M 0.56%
17,647
-80
49
$1.02M 0.52%
4,007
+14
50
$1.02M 0.52%
8,650