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
$163M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$160K
2
+$118K
3
+$113K
4
MSFT icon
Microsoft
MSFT
+$105K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$88.3K

Top Sells

1
+$224K
2
+$157K
3
+$104K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$81.8K
5
HAL icon
Halliburton
HAL
+$77.7K

Sector Composition

1 Technology 25.2%
2 Financials 10.6%
3 Consumer Discretionary 7.45%
4 Consumer Staples 7.23%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11.5K 0.01%
200
477
$11.4K 0.01%
90
-34
478
$11.3K 0.01%
150
479
$11.3K 0.01%
45
480
$11.3K 0.01%
235
481
$11.3K 0.01%
355
482
$11.2K 0.01%
150
483
$11.2K 0.01%
80
484
$10.7K 0.01%
125
-55
485
$10.6K 0.01%
38
486
$10.6K 0.01%
233
487
$10.6K 0.01%
41
488
$10.5K 0.01%
239
+14
489
$10.3K 0.01%
108
490
$10.3K 0.01%
1,292
-290
491
$10.3K 0.01%
135
492
$10.1K 0.01%
2,000
493
$10.1K 0.01%
117
494
$10K 0.01%
60
495
$9.87K 0.01%
100
496
$9.84K 0.01%
278
-50
497
$9.76K 0.01%
297
498
$9.7K 0.01%
100
499
$9.68K 0.01%
65
500
$9.43K 0.01%
194
18 19
20
21 22