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
626
$5K ﹤0.01%
100
627
$5K ﹤0.01%
100
628
$5K ﹤0.01%
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629
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630
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500
631
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16
632
$5K ﹤0.01%
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633
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-200
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635
$5K ﹤0.01%
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636
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637
$5K ﹤0.01%
41
638
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283
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$5K ﹤0.01%
200
641
$5K ﹤0.01%
92
642
$5K ﹤0.01%
49
-39
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$4K ﹤0.01%
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500
645
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646
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1,000
647
$4K ﹤0.01%
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648
$4K ﹤0.01%
1,000
649
$4K ﹤0.01%
71
+15
650
$4K ﹤0.01%
39
24 25
26
27 28