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
$194M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1 +$29.9M
2 +$8.84M
3 +$6.98M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.19M
5
NVDA icon
NVIDIA
NVDA
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.21%
2 Consumer Discretionary 9.88%
3 Financials 9.44%
4 Communication Services 6.71%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K ﹤0.01%
+268
552
$9K ﹤0.01%
+297
553
$9K ﹤0.01%
+285
554
$9K ﹤0.01%
+100
555
$9K ﹤0.01%
+72
556
$9K ﹤0.01%
+130
557
$9K ﹤0.01%
+100
558
$9K ﹤0.01%
+200
559
$9K ﹤0.01%
+1,000
560
$9K ﹤0.01%
+135
561
$9K ﹤0.01%
+61
562
$8K ﹤0.01%
+1,200
563
$8K ﹤0.01%
+58
564
$8K ﹤0.01%
+300
565
$8K ﹤0.01%
+101
566
$8K ﹤0.01%
+100
567
$8K ﹤0.01%
+167
568
$8K ﹤0.01%
+216
569
$8K ﹤0.01%
+125
570
$8K ﹤0.01%
+81
571
$8K ﹤0.01%
+40
572
$8K ﹤0.01%
+52
573
$8K ﹤0.01%
+77
574
$8K ﹤0.01%
+27
575
$8K ﹤0.01%
+29