ZIG
Zullo Investment Group Portfolio holdings
AUM
$247M
1-Year Return
21.61%
This Quarter Return
+14.23%
1 Year Return
+21.61%
3 Year Return
+108.08%
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
-$2.83M
(-1.7%)
Cap. Flow
-$18M
Cap. Flow
% of AUM
-11.24%
Top 10 Holdings %
Top 10 Hldgs %
41.53%
Holding
767
New
–
Increased
94
Reduced
35
Closed
631
Top Buys
| 1 |
Microsoft
MSFT
|
$612K |
| 2 |
Apple
AAPL
|
$357K |
| 3 |
Meta Platforms (Facebook)
META
|
$323K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$220K |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
$162K |
Top Sells
| 1 |
Norfolk Southern
NSC
|
$228K |
| 2 |
Intel
INTC
|
$224K |
| 3 |
Allstate
ALL
|
$220K |
| 4 |
Phillips 66
PSX
|
$211K |
| 5 |
Cummins
CMI
|
$205K |
Sector Composition
| 1 | Technology | 31.75% |
| 2 | Financials | 8.59% |
| 3 | Consumer Discretionary | 8.1% |
| 4 | Communication Services | 7.29% |
| 5 | Consumer Staples | 6.88% |
