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
676
$2.38K ﹤0.01%
134
677
$2.37K ﹤0.01%
25
678
$2.36K ﹤0.01%
191
679
$2.35K ﹤0.01%
30
-6
680
$2.34K ﹤0.01%
67
+1
681
$2.33K ﹤0.01%
30
682
$2.33K ﹤0.01%
46
683
$2.32K ﹤0.01%
167
684
$2.31K ﹤0.01%
120
685
$2.29K ﹤0.01%
119
686
$2.28K ﹤0.01%
36
687
$2.23K ﹤0.01%
75
688
$2.22K ﹤0.01%
27
689
$2.15K ﹤0.01%
25
690
$2.15K ﹤0.01%
37
691
$2.11K ﹤0.01%
+91
692
$2.1K ﹤0.01%
+105
693
$2.1K ﹤0.01%
13
694
$2.06K ﹤0.01%
135
695
$2.04K ﹤0.01%
16
696
$2.02K ﹤0.01%
36
697
$1.95K ﹤0.01%
47
698
$1.94K ﹤0.01%
205
699
$1.92K ﹤0.01%
400
700
$1.91K ﹤0.01%
83
26 27
28
29 30