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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$8.52M
3
+$7.17M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.97M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.4M

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%
+118
702
$4K ﹤0.01%
+11
703
$4K ﹤0.01%
+24
704
$4K ﹤0.01%
+16
705
$3K ﹤0.01%
+24
706
$3K ﹤0.01%
+395
707
$3K ﹤0.01%
+83
708
$3K ﹤0.01%
+42
709
$3K ﹤0.01%
+195
710
$3K ﹤0.01%
+51
711
$3K ﹤0.01%
+37
712
$3K ﹤0.01%
+85
713
$3K ﹤0.01%
+44
714
$3K ﹤0.01%
+23
715
$3K ﹤0.01%
+65
716
$3K ﹤0.01%
+46
717
$3K ﹤0.01%
+30
718
$3K ﹤0.01%
+134
719
$3K ﹤0.01%
+114
720
$3K ﹤0.01%
+84
721
$3K ﹤0.01%
+200
722
$3K ﹤0.01%
+60
723
$3K ﹤0.01%
+32
724
$3K ﹤0.01%
+16
725
$3K ﹤0.01%
+13
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