ZIG

Zullo Investment Group Portfolio holdings

AUM $270M
1-Year Est. Return 27.17%
This Quarter Est. Return
1 Year Est. Return
+27.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$8.84M
3
+$6.98M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.19M
5
NVDA icon
NVIDIA
NVDA
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.21%
2 Consumer Discretionary 9.88%
3 Financials 9.44%
4 Communication Services 6.71%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+65
727
$3K ﹤0.01%
+46
728
$3K ﹤0.01%
+30
729
$3K ﹤0.01%
+5
730
$3K ﹤0.01%
+74
731
$3K ﹤0.01%
+108
732
$3K ﹤0.01%
+134
733
$3K ﹤0.01%
+114
734
$3K ﹤0.01%
+84
735
$3K ﹤0.01%
+200
736
$3K ﹤0.01%
+25
737
$3K ﹤0.01%
+14
738
$3K ﹤0.01%
+125
739
$3K ﹤0.01%
+60
740
$3K ﹤0.01%
+133
741
$2K ﹤0.01%
+25
742
$2K ﹤0.01%
+40
743
$2K ﹤0.01%
+65
744
$2K ﹤0.01%
+104
745
$2K ﹤0.01%
+107
746
$2K ﹤0.01%
+15
747
$2K ﹤0.01%
+75
748
$2K ﹤0.01%
+61
749
$2K ﹤0.01%
+36
750
$2K ﹤0.01%
+47
28 29
30
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