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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
State Street Technology Select Sector SPDR ETF
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
751
$1K ﹤0.01%
39
-44
752
$1K ﹤0.01%
104
753
$1K ﹤0.01%
80
754
$1K ﹤0.01%
30
755
$1K ﹤0.01%
10
756
$1K ﹤0.01%
64
757
$1K ﹤0.01%
10
758
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12
759
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22
760
$1K ﹤0.01%
9
-4
761
$1K ﹤0.01%
8
762
$1K ﹤0.01%
29
763
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10
764
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9
765
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49
-20
766
$1K ﹤0.01%
+29
767
$1K ﹤0.01%
500
768
$1K ﹤0.01%
140
769
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9
770
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400
771
$1K ﹤0.01%
152
772
– –
-1,154
773
– –
-22
774
$0 ﹤0.01%
1
775
– –
-300
29 30
31
32 33