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
576
$6K ﹤0.01%
3
577
$6K ﹤0.01%
700
-225
578
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70
579
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55
-25
580
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600
581
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582
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31
583
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584
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+300
585
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-20
586
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88
587
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1,100
588
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589
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-4
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591
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592
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+1
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225
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595
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1,000
596
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-48
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24
598
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58
599
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90
600
$6K ﹤0.01%
51
22 23
24
25 26