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
551
$6.78K ﹤0.01%
20
552
$6.68K ﹤0.01%
55
553
$6.61K ﹤0.01%
150
554
$6.6K ﹤0.01%
302
+1
555
$6.55K ﹤0.01%
12
556
$6.48K ﹤0.01%
425
557
$6.26K ﹤0.01%
600
558
$6.24K ﹤0.01%
+82
559
$6.14K ﹤0.01%
52
560
$6.13K ﹤0.01%
284
+1
561
$6.13K ﹤0.01%
43
562
$6.05K ﹤0.01%
1,000
563
$6.04K ﹤0.01%
157
564
$6.03K ﹤0.01%
58
565
$6K ﹤0.01%
16
566
$5.99K ﹤0.01%
88
567
$5.99K ﹤0.01%
325
-125
568
$5.96K ﹤0.01%
164
569
$5.95K ﹤0.01%
72
570
$5.93K ﹤0.01%
1,000
-2,000
571
$5.93K ﹤0.01%
23
572
$5.88K ﹤0.01%
500
573
$5.88K ﹤0.01%
106
+35
574
$5.87K ﹤0.01%
77
575
$5.87K ﹤0.01%
81
21 22
23
24 25