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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

Sector Composition

1 Technology 26.78%
2 Financials 9.69%
3 Consumer Discretionary 8.28%
4 Consumer Staples 6.99%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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70
527
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100
528
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+200
530
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78
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531
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700
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532
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533
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534
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535
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536
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45
537
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538
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960
539
$8K 0.01%
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541
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41
542
$8K 0.01%
347
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543
$8K 0.01%
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544
$8K 0.01%
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545
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79
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$7K ﹤0.01%
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547
$7K ﹤0.01%
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548
$7K ﹤0.01%
100
549
$7K ﹤0.01%
60
550
$7K ﹤0.01%
75
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