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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
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%
200
-200
627
$5K ﹤0.01%
23
628
$5K ﹤0.01%
284
629
$5K ﹤0.01%
80
630
$5K ﹤0.01%
500
631
$5K ﹤0.01%
500
632
$5K ﹤0.01%
41
633
$5K ﹤0.01%
50
634
$5K ﹤0.01%
283
635
$5K ﹤0.01%
200
636
$5K ﹤0.01%
15
637
$5K ﹤0.01%
207
+25
638
$5K ﹤0.01%
92
639
$5K ﹤0.01%
49
-39
640
$5K ﹤0.01%
26
641
$5K ﹤0.01%
+25
642
$5K ﹤0.01%
667
+12
643
$4K ﹤0.01%
500
644
$4K ﹤0.01%
46
645
$4K ﹤0.01%
1,000
646
$4K ﹤0.01%
210
647
$4K ﹤0.01%
1,000
648
$4K ﹤0.01%
71
+15
649
$4K ﹤0.01%
39
650
$4K ﹤0.01%
37
24 25
26
27 28