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
$155M
AUM Growth
-$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$274K
3
+$260K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$257K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$230K

Top Sells

1
+$216K
2
+$193K
3
+$71.1K
4
BAC icon
Bank of America
BAC
+$69.6K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$68.3K

Sector Composition

1 Technology 26.84%
2 Financials 9.8%
3 Consumer Discretionary 9%
4 Consumer Staples 6.91%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+135
702
$2K ﹤0.01%
191
703
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150
704
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36
705
$2K ﹤0.01%
23
706
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30
707
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88
-26
708
$2K ﹤0.01%
74
709
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66
710
$2K ﹤0.01%
16
-63
711
$2K ﹤0.01%
36
712
$2K ﹤0.01%
134
713
$2K ﹤0.01%
23
-249
714
$2K ﹤0.01%
25
715
$2K ﹤0.01%
205
-621
716
$2K ﹤0.01%
75
717
$2K ﹤0.01%
103
718
$2K ﹤0.01%
+46
719
$1K ﹤0.01%
+2
720
$1K ﹤0.01%
64
721
$1K ﹤0.01%
10
722
$1K ﹤0.01%
52
723
$1K ﹤0.01%
8
724
$1K ﹤0.01%
400
725
$1K ﹤0.01%
40
27 28
29
30 31