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
501
$9.12K 0.01%
97
502
$9.12K 0.01%
125
503
$9K 0.01%
200
504
$9K 0.01%
211
+3
505
$8.99K 0.01%
153
-498
506
$8.98K 0.01%
300
507
$8.94K 0.01%
347
508
$8.79K 0.01%
99
509
$8.74K 0.01%
192
510
$8.72K 0.01%
2,550
511
$8.69K 0.01%
129
512
$8.63K 0.01%
3,450
-3,000
513
$8.62K 0.01%
58
514
$8.44K 0.01%
70
515
$8.3K 0.01%
1,100
516
$8.3K 0.01%
37
+5
517
$8.3K 0.01%
100
518
$8.29K 0.01%
294
519
$8.25K 0.01%
113
520
$8.22K 0.01%
960
521
$8.19K 0.01%
108
522
$8.18K 0.01%
271
523
$8.14K 0.01%
58
524
$8.06K ﹤0.01%
78
+1
525
$8.05K ﹤0.01%
800
19 20
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