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
$192M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Sells

1 +$449K
2 +$171K
3 +$163K
4
COST icon
Costco
COST
+$154K
5
QCOM icon
Qualcomm
QCOM
+$146K

Sector Composition

1 Technology 28.38%
2 Financials 9.96%
3 Consumer Discretionary 9.46%
4 Communication Services 6.74%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$3K ﹤0.01%
108
727
$3K ﹤0.01%
134
728
$3K ﹤0.01%
84
729
$3K ﹤0.01%
25
730
$3K ﹤0.01%
9
-13
731
$3K ﹤0.01%
133
732
$2K ﹤0.01%
36
-67
733
$2K ﹤0.01%
23
-9
734
$2K ﹤0.01%
16
735
$2K ﹤0.01%
25
736
$2K ﹤0.01%
40
737
$2K ﹤0.01%
65
738
$2K ﹤0.01%
47
739
$2K ﹤0.01%
50
740
$2K ﹤0.01%
66
-144
741
$2K ﹤0.01%
104
742
$2K ﹤0.01%
15
743
$2K ﹤0.01%
36
744
$2K ﹤0.01%
30
-60
745
$2K ﹤0.01%
11
-98
746
$2K ﹤0.01%
80
-99
747
$2K ﹤0.01%
55
748
$2K ﹤0.01%
13
749
$2K ﹤0.01%
8
750
$2K ﹤0.01%
8