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
576
$8K ﹤0.01%
+100
577
$8K ﹤0.01%
+167
578
$8K ﹤0.01%
+50
579
$8K ﹤0.01%
+36
580
$8K ﹤0.01%
+1,188
581
$8K ﹤0.01%
+57
582
$8K ﹤0.01%
+103
583
$8K ﹤0.01%
+500
584
$8K ﹤0.01%
+140
585
$8K ﹤0.01%
+60
586
$8K ﹤0.01%
+216
587
$8K ﹤0.01%
+125
588
$7K ﹤0.01%
+36
589
$7K ﹤0.01%
+50
590
$7K ﹤0.01%
+85
591
$7K ﹤0.01%
+73
592
$7K ﹤0.01%
+58
593
$7K ﹤0.01%
+83
594
$7K ﹤0.01%
+960
595
$7K ﹤0.01%
+66
596
$7K ﹤0.01%
+76
597
$7K ﹤0.01%
+22
598
$7K ﹤0.01%
+1,000
599
$7K ﹤0.01%
+300
600
$7K ﹤0.01%
+49
22 23
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