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
601
$5.01K ﹤0.01%
74
602
$4.99K ﹤0.01%
29
603
$4.95K ﹤0.01%
39
604
$4.95K ﹤0.01%
400
-200
605
$4.88K ﹤0.01%
86
606
$4.8K ﹤0.01%
160
607
$4.79K ﹤0.01%
15
608
$4.75K ﹤0.01%
100
609
$4.73K ﹤0.01%
76
610
$4.71K ﹤0.01%
692
+13
611
$4.7K ﹤0.01%
40
612
$4.62K ﹤0.01%
284
613
$4.59K ﹤0.01%
26
614
$4.54K ﹤0.01%
12
615
$4.53K ﹤0.01%
50
616
$4.52K ﹤0.01%
92
617
$4.46K ﹤0.01%
37
618
$4.41K ﹤0.01%
24
619
$4.4K ﹤0.01%
100
620
$4.36K ﹤0.01%
500
621
$4.34K ﹤0.01%
100
622
$4.22K ﹤0.01%
1,000
623
$4.22K ﹤0.01%
49
624
$4.15K ﹤0.01%
200
625
$4.08K ﹤0.01%
96
23 24
25
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