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
626
$3.96K ﹤0.01%
42
627
$3.92K ﹤0.01%
38
-36
628
$3.91K ﹤0.01%
24
629
$3.9K ﹤0.01%
210
630
$3.87K ﹤0.01%
47
-2
631
$3.82K ﹤0.01%
2,000
632
$3.81K ﹤0.01%
110
633
$3.77K ﹤0.01%
118
634
$3.73K ﹤0.01%
73
635
$3.72K ﹤0.01%
46
636
$3.71K ﹤0.01%
252
637
$3.54K ﹤0.01%
20
638
$3.39K ﹤0.01%
200
639
$3.27K ﹤0.01%
200
640
$3.18K ﹤0.01%
53
641
$3.18K ﹤0.01%
290
-300
642
$3.17K ﹤0.01%
46
643
$3.16K ﹤0.01%
74
644
$3.15K ﹤0.01%
195
645
$3.15K ﹤0.01%
5
646
$3.14K ﹤0.01%
13
647
$3.12K ﹤0.01%
125
648
$3.06K ﹤0.01%
44
649
$2.97K ﹤0.01%
65
650
$2.96K ﹤0.01%
1,100
24 25
26
27 28