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
State Street Technology Select Sector SPDR ETF
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%
+236
552
$9K ﹤0.01%
+54
553
$9K ﹤0.01%
+268
554
$9K ﹤0.01%
+297
555
$9K ﹤0.01%
+285
556
$9K ﹤0.01%
+100
557
$9K ﹤0.01%
+72
558
$9K ﹤0.01%
+130
559
$9K ﹤0.01%
+100
560
$9K ﹤0.01%
+200
561
$9K ﹤0.01%
+1,000
562
$8K ﹤0.01%
+81
563
$8K ﹤0.01%
+40
564
$8K ﹤0.01%
+52
565
$8K ﹤0.01%
+77
566
$8K ﹤0.01%
+27
567
$8K ﹤0.01%
+29
568
$8K ﹤0.01%
+31
569
$8K ﹤0.01%
+284
570
$8K ﹤0.01%
+113
571
$8K ﹤0.01%
+118
572
$8K ﹤0.01%
+1,200
573
$8K ﹤0.01%
+58
574
$8K ﹤0.01%
+300
575
$8K ﹤0.01%
+101
21 22
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