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
501
$12K 0.01%
+201
502
$12K 0.01%
+100
503
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+70
504
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+43
505
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+52
506
$11K 0.01%
+452
507
$11K 0.01%
+100
508
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+200
509
$11K 0.01%
+244
510
$11K 0.01%
+97
511
$11K 0.01%
+29
512
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+65
513
$11K 0.01%
+600
514
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+63
515
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+500
516
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+50
517
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+412
518
$11K 0.01%
+425
519
$11K 0.01%
+318
520
$11K 0.01%
+100
521
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+100
522
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+40
523
$11K 0.01%
+80
524
$10K 0.01%
+150
525
$10K 0.01%
+129
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