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
$213M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$232K
3
+$218K
4
MLM icon
Martin Marietta Materials
MLM
+$217K
5
PLTR icon
Palantir
PLTR
+$216K

Top Sells

1
+$1.1M
2
+$439K
3
+$217K
4
UBER icon
Uber
UBER
+$210K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$173K

Sector Composition

1 Technology 33.23%
2 Financials 9.73%
3 Consumer Discretionary 8.32%
4 Communication Services 7.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.89%
9,969
+34
27
$1.89M 0.89%
28,792
+341
28
$1.89M 0.89%
10,461
+156
29
$1.85M 0.87%
19,920
+635
30
$1.77M 0.83%
6,282
-123
31
$1.75M 0.82%
3,321
-6
32
$1.75M 0.82%
9,932
+323
33
$1.68M 0.79%
5,788
+67
34
$1.66M 0.78%
11,008
+597
35
$1.64M 0.77%
2,699
36
$1.64M 0.77%
2,236
+18
37
$1.62M 0.76%
3,268
+46
38
$1.56M 0.73%
13,443
-35
39
$1.56M 0.73%
20,422
+398
40
$1.51M 0.71%
11,469
+48
41
$1.39M 0.65%
19,229
+249
42
$1.33M 0.62%
7,592
+32
43
$1.31M 0.61%
4,079
+72
44
$1.3M 0.61%
2,477
45
$1.26M 0.59%
6,523
+660
46
$1.15M 0.54%
14,921
-2,726
47
$1.14M 0.53%
18,568
+1
48
$1.13M 0.53%
28,536
+649
49
$1.13M 0.53%
1,449
+247
50
$1.13M 0.53%
6,649
+43
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2
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