ZIG
Zullo Investment Group Portfolio holdings
AUM
$247M
1-Year Return
21.61%
This Quarter Return
+7.54%
1 Year Return
+21.61%
3 Year Return
+108.08%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$8.45M
(+5.5%)
Cap. Flow
+$269K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
33.13%
Holding
791
New
9
Increased
200
Reduced
118
Closed
24
Top Buys
| 1 |
Verizon
VZ
|
$160K |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$118K |
| 3 |
FedEx
FDX
|
$113K |
| 4 |
Microsoft
MSFT
|
$105K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$88.3K |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$224K |
| 2 |
Colgate-Palmolive
CL
|
$157K |
| 3 |
Honeywell
HON
|
$104K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$81.8K |
| 5 |
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% |
