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
$155M
AUM Growth
-$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
804
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$242K
3
+$227K
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$224K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$219K

Top Sells

1
+$193K
2
+$190K
3
+$69.2K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$66.9K
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$64K

Sector Composition

1 Technology 26.84%
2 Financials 9.8%
3 Consumer Discretionary 9%
4 Consumer Staples 6.91%
5 Healthcare 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
23
727
$1K ﹤0.01%
28
-27
728
$1K ﹤0.01%
25
729
$1K ﹤0.01%
40
730
$1K ﹤0.01%
65
731
$1K ﹤0.01%
50
732
$1K ﹤0.01%
178
733
$1K ﹤0.01%
21
734
$1K ﹤0.01%
22
735
$1K ﹤0.01%
29
736
$1K ﹤0.01%
44
737
$1K ﹤0.01%
22
738
$1K ﹤0.01%
39
739
$1K ﹤0.01%
104
740
$1K ﹤0.01%
+200
741
$1K ﹤0.01%
30
742
$1K ﹤0.01%
10
743
$1K ﹤0.01%
62
744
$1K ﹤0.01%
+2
745
$1K ﹤0.01%
64
746
$1K ﹤0.01%
10
747
$1K ﹤0.01%
12
748
$1K ﹤0.01%
22
749
$1K ﹤0.01%
9
750
$1K ﹤0.01%
8
28 29
30
31 32