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
526
$7.93K ﹤0.01%
90
527
$7.92K ﹤0.01%
353
528
$7.89K ﹤0.01%
70
529
$7.8K ﹤0.01%
58
530
$7.7K ﹤0.01%
151
+8
531
$7.68K ﹤0.01%
60
532
$7.58K ﹤0.01%
31
+8
533
$7.54K ﹤0.01%
54
534
$7.43K ﹤0.01%
268
535
$7.4K ﹤0.01%
3
536
$7.37K ﹤0.01%
364
537
$7.37K ﹤0.01%
31
538
$7.35K ﹤0.01%
395
539
$7.29K ﹤0.01%
103
540
$7.28K ﹤0.01%
197
541
$7.2K ﹤0.01%
43
542
$7.08K ﹤0.01%
90
543
$7.05K ﹤0.01%
180
544
$7K ﹤0.01%
1,000
545
$6.97K ﹤0.01%
144
546
$6.96K ﹤0.01%
30
547
$6.83K ﹤0.01%
118
548
$6.81K ﹤0.01%
225
549
$6.79K ﹤0.01%
54
550
$6.78K ﹤0.01%
90
20 21
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