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
476
$14K 0.01%
+560
477
$14K 0.01%
+297
478
$14K 0.01%
+118
479
$14K 0.01%
+233
480
$14K 0.01%
+124
481
$14K 0.01%
+175
482
$14K 0.01%
+100
483
$13K 0.01%
+58
484
$13K 0.01%
+150
485
$13K 0.01%
+279
486
$13K 0.01%
+41
487
$13K 0.01%
+74
488
$13K 0.01%
+44
489
$13K 0.01%
+20
490
$13K 0.01%
+120
491
$13K 0.01%
+100
492
$13K 0.01%
+108
493
$13K 0.01%
+9,000
494
$13K 0.01%
+96
495
$12K 0.01%
+45
496
$12K 0.01%
+271
497
$12K 0.01%
+1,100
498
$12K 0.01%
+591
499
$12K 0.01%
+2,000
500
$12K 0.01%
+108
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