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
651
$2.92K ﹤0.01%
100
652
$2.9K ﹤0.01%
84
653
$2.89K ﹤0.01%
29
654
$2.88K ﹤0.01%
24
655
$2.87K ﹤0.01%
61
656
$2.83K ﹤0.01%
103
657
$2.8K ﹤0.01%
10
658
$2.79K ﹤0.01%
384
-1,100
659
$2.75K ﹤0.01%
30
660
$2.73K ﹤0.01%
166
661
$2.7K ﹤0.01%
92
662
$2.68K ﹤0.01%
51
663
$2.67K ﹤0.01%
42
664
$2.66K ﹤0.01%
106
665
$2.64K ﹤0.01%
107
666
$2.62K ﹤0.01%
200
667
$2.62K ﹤0.01%
23
668
$2.61K ﹤0.01%
500
669
$2.58K ﹤0.01%
108
670
$2.56K ﹤0.01%
88
671
$2.54K ﹤0.01%
16
672
$2.47K ﹤0.01%
30
673
$2.44K ﹤0.01%
125
674
$2.4K ﹤0.01%
500
675
$2.38K ﹤0.01%
61
25 26
27
28 29