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
651
$4K ﹤0.01%
100
652
$4K ﹤0.01%
803
+15
653
$4K ﹤0.01%
12
654
$4K ﹤0.01%
42
655
$4K ﹤0.01%
65
656
$4K ﹤0.01%
252
657
$4K ﹤0.01%
74
658
$4K ﹤0.01%
200
659
$4K ﹤0.01%
125
660
$4K ﹤0.01%
100
661
$4K ﹤0.01%
76
662
$4K ﹤0.01%
167
663
$4K ﹤0.01%
1,483
664
$4K ﹤0.01%
40
665
$4K ﹤0.01%
1,288
666
$4K ﹤0.01%
24
-125
667
$4K ﹤0.01%
100
668
$3K ﹤0.01%
13
669
$3K ﹤0.01%
13
670
$3K ﹤0.01%
400
671
$3K ﹤0.01%
53
672
$3K ﹤0.01%
30
+6
673
$3K ﹤0.01%
65
674
$3K ﹤0.01%
36
675
$3K ﹤0.01%
61
25 26
27
28 29