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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

Sector Composition

1 Technology 26.78%
2 Financials 9.69%
3 Consumer Discretionary 8.28%
4 Consumer Staples 6.99%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.45%
5,685
+175
52
$699K 0.44%
4,565
-127
53
$683K 0.43%
4,996
+219
54
$682K 0.43%
18,231
-300
55
$669K 0.42%
3,832
+17
56
$638K 0.4%
8,342
+390
57
$637K 0.4%
14,950
-2,175
58
$628K 0.39%
3,446
-58
59
$590K 0.37%
13,035
-805
60
$573K 0.36%
5,606
+29
61
$565K 0.35%
1,903
+126
62
$565K 0.35%
1,315
-37
63
$527K 0.33%
3,030
-4
64
$522K 0.33%
13,686
+1
65
$514K 0.32%
13,104
-239
66
$509K 0.32%
3,519
+172
67
$504K 0.31%
2,990
+55
68
$503K 0.31%
3,445
-40
69
$497K 0.31%
15,968
+67
70
$482K 0.3%
3,411
+214
71
$466K 0.29%
1,926
-3
72
$460K 0.29%
7,274
+351
73
$434K 0.27%
3,994
-66
74
$431K 0.27%
3,192
-5
75
$430K 0.27%
2,457
+182
1 2
3
4 5