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
$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
Technology Select Sector SPDR Fund
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
751
$2K ﹤0.01%
+75
752
$2K ﹤0.01%
+61
753
$2K ﹤0.01%
+36
754
$2K ﹤0.01%
+55
755
$2K ﹤0.01%
+37
756
$2K ﹤0.01%
+23
757
$2K ﹤0.01%
+13
758
$2K ﹤0.01%
+38
759
$2K ﹤0.01%
+13
760
$2K ﹤0.01%
+8
761
$2K ﹤0.01%
+8
762
$2K ﹤0.01%
+63
763
$2K ﹤0.01%
+150
764
$2K ﹤0.01%
+71
765
$2K ﹤0.01%
+123
766
$2K ﹤0.01%
+220
767
$2K ﹤0.01%
+34
768
$2K ﹤0.01%
+41
769
$2K ﹤0.01%
+16
770
$2K ﹤0.01%
+9
771
$2K ﹤0.01%
+12
772
$2K ﹤0.01%
+28
773
$2K ﹤0.01%
+31
774
$2K ﹤0.01%
+100
775
$2K ﹤0.01%
+40
29 30
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32 33