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
676
$3K ﹤0.01%
148
677
$3K ﹤0.01%
24
678
$3K ﹤0.01%
103
679
$3K ﹤0.01%
166
680
$3K ﹤0.01%
10
681
$3K ﹤0.01%
44
682
$3K ﹤0.01%
23
683
$3K ﹤0.01%
74
+2
684
$3K ﹤0.01%
92
685
$3K ﹤0.01%
46
686
$3K ﹤0.01%
5
687
$3K ﹤0.01%
108
688
$3K ﹤0.01%
29
-28
689
$3K ﹤0.01%
84
690
$3K ﹤0.01%
200
691
$3K ﹤0.01%
114
692
$3K ﹤0.01%
125
693
$3K ﹤0.01%
30
-16
694
$3K ﹤0.01%
395
695
$3K ﹤0.01%
107
696
$3K ﹤0.01%
42
697
$3K ﹤0.01%
61
698
$3K ﹤0.01%
27
699
$3K ﹤0.01%
120
+10
700
$3K ﹤0.01%
55
26 27
28
29 30