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
Technology Select Sector SPDR Fund
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%
+31
577
$8K ﹤0.01%
+284
578
$8K ﹤0.01%
+113
579
$8K ﹤0.01%
+50
580
$8K ﹤0.01%
+36
581
$8K ﹤0.01%
+1,188
582
$8K ﹤0.01%
+57
583
$8K ﹤0.01%
+140
584
$8K ﹤0.01%
+60
585
$8K ﹤0.01%
+118
586
$8K ﹤0.01%
+103
587
$8K ﹤0.01%
+500
588
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589
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590
$7K ﹤0.01%
+100
591
$7K ﹤0.01%
+1,000
592
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594
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+250
595
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+90
596
$7K ﹤0.01%
+39
597
$7K ﹤0.01%
+51
598
$7K ﹤0.01%
+60
599
$7K ﹤0.01%
+36
600
$7K ﹤0.01%
+50