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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$8.52M
3
+$7.17M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.97M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.4M

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
776
$1K ﹤0.01%
+41
777
$1K ﹤0.01%
+28
778
$1K ﹤0.01%
+65
779
$1K ﹤0.01%
+100
780
$1K ﹤0.01%
+11
781
$1K ﹤0.01%
+32
782
$1K ﹤0.01%
+7
783
$1K ﹤0.01%
+103
784
$1K ﹤0.01%
+16
785
$1K ﹤0.01%
+34
786
$1K ﹤0.01%
+24
787
$1K ﹤0.01%
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788
$1K ﹤0.01%
+22
789
$1K ﹤0.01%
+4
790
$1K ﹤0.01%
+22
791
$1K ﹤0.01%
+20
792
$1K ﹤0.01%
+10
793
$1K ﹤0.01%
+10
794
$1K ﹤0.01%
+10
795
$1K ﹤0.01%
+5
796
$1K ﹤0.01%
+41
797
$1K ﹤0.01%
+65
798
$1K ﹤0.01%
+15
799
$1K ﹤0.01%
+64
800
$1K ﹤0.01%
+10
30 31
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