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
601
$7K ﹤0.01%
+64
602
$7K ﹤0.01%
+100
603
$7K ﹤0.01%
+1,000
604
$7K ﹤0.01%
+59
605
$7K ﹤0.01%
+8
606
$7K ﹤0.01%
+250
607
$7K ﹤0.01%
+90
608
$7K ﹤0.01%
+39
609
$7K ﹤0.01%
+51
610
$7K ﹤0.01%
+60
611
$7K ﹤0.01%
+1,100
612
$7K ﹤0.01%
+250
613
$7K ﹤0.01%
+200
614
$6K ﹤0.01%
+54
615
$6K ﹤0.01%
+22
616
$6K ﹤0.01%
+100
617
$6K ﹤0.01%
+13
618
$6K ﹤0.01%
+103
619
$6K ﹤0.01%
+3
620
$6K ﹤0.01%
+100
621
$6K ﹤0.01%
+24
622
$6K ﹤0.01%
+164
623
$6K ﹤0.01%
+29
624
$6K ﹤0.01%
+200
625
$6K ﹤0.01%
+147
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