ZIG

Zullo Investment Group Portfolio holdings

AUM $273M
1-Year Est. Return 25.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.31%
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
814
New
Increased
Reduced
Closed

Top Buys

1
+$317K
2
+$256K
3
+$208K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$189K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$169K

Top Sells

1
+$161K
2
+$146K
3
+$141K
4
HSY icon
Hershey
HSY
+$139K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$134K

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%
5
677
$3K ﹤0.01%
125
678
$3K ﹤0.01%
114
679
$3K ﹤0.01%
53
680
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30
+6
681
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120
+10
682
$3K ﹤0.01%
55
683
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155
684
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118
685
$3K ﹤0.01%
36
686
$3K ﹤0.01%
61
687
$3K ﹤0.01%
148
688
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24
689
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103
690
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10
691
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108
692
$3K ﹤0.01%
29
-28
693
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84
694
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695
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30
-16
696
$3K ﹤0.01%
395
697
$3K ﹤0.01%
107
698
$3K ﹤0.01%
42
699
$3K ﹤0.01%
61
700
$3K ﹤0.01%
23
26 27
28
29 30