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
701
$1.83K ﹤0.01%
45
702
$1.81K ﹤0.01%
35
703
$1.76K ﹤0.01%
65
704
$1.71K ﹤0.01%
23
705
$1.7K ﹤0.01%
62
706
$1.7K ﹤0.01%
19
707
$1.66K ﹤0.01%
52
708
$1.65K ﹤0.01%
8
709
$1.62K ﹤0.01%
12
710
$1.62K ﹤0.01%
11
711
$1.6K ﹤0.01%
29
712
$1.58K ﹤0.01%
23
713
$1.57K ﹤0.01%
104
714
$1.52K ﹤0.01%
40
715
$1.51K ﹤0.01%
9,000
716
$1.49K ﹤0.01%
30
717
$1.48K ﹤0.01%
50
718
$1.47K ﹤0.01%
10
719
$1.47K ﹤0.01%
8
720
$1.43K ﹤0.01%
9
721
$1.39K ﹤0.01%
55
-3
722
$1.29K ﹤0.01%
22
723
$1.28K ﹤0.01%
39
724
$1.26K ﹤0.01%
8
725
$1.23K ﹤0.01%
83
27 28
29
30 31