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
726
$2K ﹤0.01%
191
727
$2K ﹤0.01%
150
728
$2K ﹤0.01%
75
729
$2K ﹤0.01%
34
730
$2K ﹤0.01%
30
731
$2K ﹤0.01%
74
732
$2K ﹤0.01%
66
-118
733
$2K ﹤0.01%
134
734
$2K ﹤0.01%
12
735
$2K ﹤0.01%
25
736
$2K ﹤0.01%
52
-88
737
$2K ﹤0.01%
8
738
$2K ﹤0.01%
100
739
$1K ﹤0.01%
25
740
$1K ﹤0.01%
40
741
$1K ﹤0.01%
50
742
$1K ﹤0.01%
178
743
$1K ﹤0.01%
21
-3
744
$1K ﹤0.01%
+19
745
$1K ﹤0.01%
50
746
$1K ﹤0.01%
21
747
$1K ﹤0.01%
29
748
$1K ﹤0.01%
44
-22
749
$1K ﹤0.01%
22
750
$1K ﹤0.01%
39
-44
28 29
30
31 32