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
$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
State Street Technology Select Sector SPDR ETF
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
776
$1K ﹤0.01%
+22
777
$1K ﹤0.01%
+10
778
$1K ﹤0.01%
+100
779
$1K ﹤0.01%
+28
780
$1K ﹤0.01%
+64
781
$1K ﹤0.01%
+10
782
$1K ﹤0.01%
+12
783
$1K ﹤0.01%
+11
784
$1K ﹤0.01%
+32
785
$1K ﹤0.01%
+10
786
$1K ﹤0.01%
+41
787
$1K ﹤0.01%
+5
788
$1K ﹤0.01%
+41
789
$1K ﹤0.01%
+65
790
$1K ﹤0.01%
+2
791
$1K ﹤0.01%
+152
792
$1K ﹤0.01%
+34
793
$1K ﹤0.01%
+10
794
$1K ﹤0.01%
+24
795
$1K ﹤0.01%
+25
796
$1K ﹤0.01%
+21
797
$1K ﹤0.01%
+4
798
$1K ﹤0.01%
+65
799
$1K ﹤0.01%
+20
800
$1K ﹤0.01%
+10
30 31
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