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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
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
551
$7K ﹤0.01%
52
552
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100
553
$7K ﹤0.01%
1,000
554
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150
-150
555
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108
556
$7K ﹤0.01%
30
557
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2,000
558
$7K ﹤0.01%
180
-20
559
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112
+1
560
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118
561
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400
-200
562
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563
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564
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74
565
$7K ﹤0.01%
364
566
$7K ﹤0.01%
101
567
$7K ﹤0.01%
425
568
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$7K ﹤0.01%
43
-9
570
$7K ﹤0.01%
144
571
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100
572
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60
573
$7K ﹤0.01%
75
-6
574
$6K ﹤0.01%
45
575
$6K ﹤0.01%
54
+5
21 22
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24 25