ZIG

Zullo Investment Group Portfolio holdings

AUM $270M
1-Year Est. Return 27.17%
This Quarter Est. Return
1 Year Est. Return
+27.17%
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
State Street Technology Select Sector SPDR ETF
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
701
$4K ﹤0.01%
+10
702
$4K ﹤0.01%
+120
703
$4K ﹤0.01%
+170
704
$4K ﹤0.01%
+114
705
$3K ﹤0.01%
+13
706
$3K ﹤0.01%
+395
707
$3K ﹤0.01%
+83
708
$3K ﹤0.01%
+42
709
$3K ﹤0.01%
+32
710
$3K ﹤0.01%
+16
711
$3K ﹤0.01%
+50
712
$3K ﹤0.01%
+53
713
$3K ﹤0.01%
+25
714
$3K ﹤0.01%
+24
715
$3K ﹤0.01%
+195
716
$3K ﹤0.01%
+55
717
$3K ﹤0.01%
+51
718
$3K ﹤0.01%
+37
719
$3K ﹤0.01%
+85
720
$3K ﹤0.01%
+200
721
$3K ﹤0.01%
+191
722
$3K ﹤0.01%
+65
723
$3K ﹤0.01%
+24
724
$3K ﹤0.01%
+44
725
$3K ﹤0.01%
+23
27 28
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