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
$213M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$232K
3
+$218K
4
MLM icon
Martin Marietta Materials
MLM
+$217K
5
PLTR icon
Palantir
PLTR
+$216K

Top Sells

1
+$1.1M
2
+$439K
3
+$217K
4
UBER icon
Uber
UBER
+$210K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$173K

Sector Composition

1 Technology 33.23%
2 Financials 9.73%
3 Consumer Discretionary 8.32%
4 Communication Services 7.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.52%
4,368
+11
52
$1.11M 0.52%
6,250
+341
53
$1.1M 0.51%
11,644
-268
54
$1.1M 0.51%
8,949
-50
55
$1.07M 0.5%
8,650
56
$1.07M 0.5%
9,088
+157
57
$1.02M 0.48%
2,445
-68
58
$945K 0.44%
5,191
+36
59
$928K 0.44%
7,000
+20
60
$848K 0.4%
3,159
-32
61
$805K 0.38%
8,561
-361
62
$774K 0.36%
15,501
+57
63
$768K 0.36%
27,885
-447
64
$754K 0.35%
9,765
-1,000
65
$723K 0.34%
11,308
-93
66
$718K 0.34%
1,578
+19
67
$715K 0.34%
4,532
+54
68
$704K 0.33%
3,090
+77
69
$696K 0.33%
1,898
+58
70
$664K 0.31%
14,127
+52
71
$651K 0.31%
10,717
+7
72
$647K 0.3%
2,148
+133
73
$644K 0.3%
3,255
-91
74
$639K 0.3%
838
-5
75
$562K 0.26%
14,831
-419
1 2
3
4 5