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
$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
676
$4K ﹤0.01%
+106
677
$4K ﹤0.01%
+500
678
$4K ﹤0.01%
+91
679
$4K ﹤0.01%
+160
680
$4K ﹤0.01%
+850
681
$4K ﹤0.01%
+200
682
$4K ﹤0.01%
+49
683
$4K ﹤0.01%
+27
684
$4K ﹤0.01%
+110
685
$4K ﹤0.01%
+179
686
$4K ﹤0.01%
+124
687
$4K ﹤0.01%
+100
688
$4K ﹤0.01%
+12
689
$4K ﹤0.01%
+26
690
$4K ﹤0.01%
+118
691
$4K ﹤0.01%
+11
692
$4K ﹤0.01%
+24
693
$4K ﹤0.01%
+16
694
$4K ﹤0.01%
+252
695
$4K ﹤0.01%
+74
696
$4K ﹤0.01%
+200
697
$4K ﹤0.01%
+49
698
$4K ﹤0.01%
+75
699
$4K ﹤0.01%
+100
700
$4K ﹤0.01%
+103