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
Technology Select Sector SPDR Fund
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%
+86
627
$6K ﹤0.01%
+500
628
$6K ﹤0.01%
+41
629
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630
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631
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633
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634
$6K ﹤0.01%
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635
$6K ﹤0.01%
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636
$6K ﹤0.01%
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637
$6K ﹤0.01%
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638
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639
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640
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641
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642
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643
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644
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645
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+400
646
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647
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+46
648
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+71
649
$5K ﹤0.01%
+2,000
650
$5K ﹤0.01%
+210