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
551
$7K ﹤0.01%
40
552
$7K ﹤0.01%
117
-11
553
$7K ﹤0.01%
58
554
$7K ﹤0.01%
52
555
$7K ﹤0.01%
2,000
556
$7K ﹤0.01%
180
-20
557
$7K ﹤0.01%
112
+1
558
$7K ﹤0.01%
118
559
$7K ﹤0.01%
400
-200
560
$7K ﹤0.01%
1,000
561
$7K ﹤0.01%
74
562
$7K ﹤0.01%
364
563
$7K ﹤0.01%
101
564
$7K ﹤0.01%
325
565
$7K ﹤0.01%
261
-330
566
$7K ﹤0.01%
100
567
$7K ﹤0.01%
1,000
568
$7K ﹤0.01%
150
-150
569
$7K ﹤0.01%
108
570
$7K ﹤0.01%
30
571
$7K ﹤0.01%
425
572
$7K ﹤0.01%
86
+14
573
$7K ﹤0.01%
43
-9
574
$6K ﹤0.01%
63
575
$6K ﹤0.01%
55
-25
21 22
23
24 25