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
$175M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$202K
3
+$198K
4
PANW icon
Palo Alto Networks
PANW
+$197K
5
CMI icon
Cummins
CMI
+$193K

Top Sells

1
+$631K
2
+$471K
3
+$362K
4
TSLA icon
Tesla
TSLA
+$220K
5
GIS icon
General Mills
GIS
+$213K

Sector Composition

1 Technology 34.13%
2 Financials 8.52%
3 Consumer Discretionary 8.25%
4 Communication Services 7.41%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$833K 0.48%
3,331
-42
52
$809K 0.46%
9,167
+173
53
$807K 0.46%
30,504
-2,179
54
$755K 0.43%
6,345
+72
55
$743K 0.42%
17,202
+1,294
56
$713K 0.41%
11,040
+452
57
$683K 0.39%
12,057
+1,126
58
$658K 0.38%
2,039
+62
59
$651K 0.37%
5,900
+39
60
$651K 0.37%
3,342
61
$644K 0.37%
4,779
-186
62
$641K 0.37%
17,478
-408
63
$634K 0.36%
1,376
-14
64
$606K 0.35%
4,591
+482
65
$589K 0.34%
6,015
-213
66
$587K 0.33%
3,727
-128
67
$585K 0.33%
11,175
+25
68
$572K 0.33%
6,590
-490
69
$563K 0.32%
3,833
+119
70
$559K 0.32%
13,972
+69
71
$553K 0.32%
10,692
-4,086
72
$532K 0.3%
3,346
+152
73
$521K 0.3%
2,511
-6
74
$490K 0.28%
5,464
-27
75
$486K 0.28%
13,690
+2
1 2
3
4 5