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
651
$5K ﹤0.01%
+221
652
$5K ﹤0.01%
+26
653
$5K ﹤0.01%
+90
654
$5K ﹤0.01%
+240
655
$5K ﹤0.01%
+100
656
$5K ﹤0.01%
+774
657
$5K ﹤0.01%
+12
658
$5K ﹤0.01%
+42
659
$5K ﹤0.01%
+12
660
$5K ﹤0.01%
+125
661
$5K ﹤0.01%
+500
662
$5K ﹤0.01%
+61
663
$5K ﹤0.01%
+100
664
$5K ﹤0.01%
+76
665
$5K ﹤0.01%
+61
666
$5K ﹤0.01%
+173
667
$5K ﹤0.01%
+1,483
668
$5K ﹤0.01%
+163
669
$5K ﹤0.01%
+92
670
$5K ﹤0.01%
+70
671
$5K ﹤0.01%
+100
672
$5K ﹤0.01%
+1,000
673
$5K ﹤0.01%
+30
674
$5K ﹤0.01%
+21
675
$5K ﹤0.01%
+144