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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
State Street Technology Select Sector SPDR ETF
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
601
$5K ﹤0.01%
100
602
$5K ﹤0.01%
2,000
603
$5K ﹤0.01%
70
604
$5K ﹤0.01%
253
+8
605
$5K ﹤0.01%
114
606
$5K ﹤0.01%
500
607
$5K ﹤0.01%
500
608
$5K ﹤0.01%
15
609
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207
+25
610
$5K ﹤0.01%
26
611
$5K ﹤0.01%
+25
612
$5K ﹤0.01%
667
+12
613
$5K ﹤0.01%
160
614
$5K ﹤0.01%
71
615
$5K ﹤0.01%
27
616
$5K ﹤0.01%
164
617
$5K ﹤0.01%
200
618
$5K ﹤0.01%
157
+3
619
$5K ﹤0.01%
73
620
$5K ﹤0.01%
81
621
$5K ﹤0.01%
81
-10
622
$5K ﹤0.01%
200
623
$5K ﹤0.01%
91
624
$5K ﹤0.01%
300
-166
625
$5K ﹤0.01%
29
23 24
25
26 27