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
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