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
576
$5.86K ﹤0.01%
100
577
$5.86K ﹤0.01%
51
578
$5.84K ﹤0.01%
1,000
579
$5.82K ﹤0.01%
41
580
$5.79K ﹤0.01%
66
581
$5.67K ﹤0.01%
100
582
$5.66K ﹤0.01%
24
583
$5.64K ﹤0.01%
700
584
$5.56K ﹤0.01%
189
585
$5.45K ﹤0.01%
100
-250
586
$5.43K ﹤0.01%
40
587
$5.35K ﹤0.01%
63
588
$5.3K ﹤0.01%
71
589
$5.29K ﹤0.01%
91
590
$5.26K ﹤0.01%
150
591
$5.26K ﹤0.01%
27
+11
592
$5.25K ﹤0.01%
27
593
$5.24K ﹤0.01%
255
594
$5.22K ﹤0.01%
115
+1
595
$5.2K ﹤0.01%
1,100
596
$5.13K ﹤0.01%
25
597
$5.09K ﹤0.01%
200
598
$5.04K ﹤0.01%
122
599
$5.03K ﹤0.01%
+55
600
$5.03K ﹤0.01%
81
22 23
24
25 26