ZIG

Zullo Investment Group Portfolio holdings

AUM $273M
1-Year Est. Return 25.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
791
New
Increased
Reduced
Closed

Top Buys

1
+$153K
2
+$120K
3
+$108K
4
MSFT icon
Microsoft
MSFT
+$105K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$87.8K

Top Sells

1
+$224K
2
+$150K
3
+$98.5K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$82.3K
5
AAPL icon
Apple
AAPL
+$71.9K

Sector Composition

1 Technology 25.2%
2 Financials 10.6%
3 Consumer Discretionary 7.45%
4 Consumer Staples 7.23%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.23K ﹤0.01%
21
-1
727
$1.12K ﹤0.01%
178
728
$1.11K ﹤0.01%
150
729
$1.08K ﹤0.01%
+20
730
$1.08K ﹤0.01%
21
731
$1.06K ﹤0.01%
10
732
$1.04K ﹤0.01%
12
733
$1.02K ﹤0.01%
64
734
$1K ﹤0.01%
16
+7
735
$880 ﹤0.01%
22
736
$859 ﹤0.01%
21
737
$815 ﹤0.01%
44
738
$782 ﹤0.01%
13
-117
739
$702 ﹤0.01%
29
740
$691 ﹤0.01%
10
741
$683 ﹤0.01%
9
742
$610 ﹤0.01%
50
743
$605 ﹤0.01%
25
744
$569 ﹤0.01%
10
745
$500 ﹤0.01%
8
746
$440 ﹤0.01%
9
747
$439 ﹤0.01%
28
748
$428 ﹤0.01%
334
749
$339 ﹤0.01%
1
-1
750
$333 ﹤0.01%
500
28 29
30
31 32