ZIG

Zullo Investment Group Portfolio holdings

AUM $270M
1-Year Est. Return 27.17%
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Sector Composition

1 Technology 26.84%
2 Financials 9.8%
3 Consumer Discretionary 9%
4 Consumer Staples 6.91%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K 0.01%
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505
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507
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97
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347
509
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208
+1
510
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125
511
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192
512
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60
513
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1,000
514
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1,100
515
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-43
517
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518
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519
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1,100
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45
524
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960
525
$8K 0.01%
99