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
626
$6K ﹤0.01%
+30
627
$6K ﹤0.01%
+114
628
$6K ﹤0.01%
+500
629
$6K ﹤0.01%
+23
630
$6K ﹤0.01%
+86
631
$6K ﹤0.01%
+500
632
$6K ﹤0.01%
+41
633
$6K ﹤0.01%
+283
634
$6K ﹤0.01%
+200
635
$6K ﹤0.01%
+218
636
$6K ﹤0.01%
+15
637
$6K ﹤0.01%
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638
$6K ﹤0.01%
+52
639
$6K ﹤0.01%
+184
640
$6K ﹤0.01%
+26
641
$6K ﹤0.01%
+644
642
$5K ﹤0.01%
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643
$5K ﹤0.01%
+144
644
$5K ﹤0.01%
+13
645
$5K ﹤0.01%
+178
646
$5K ﹤0.01%
+91
647
$5K ﹤0.01%
+400
648
$5K ﹤0.01%
+43
649
$5K ﹤0.01%
+46
650
$5K ﹤0.01%
+71
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