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
801
$1K ﹤0.01%
+15
802
$1K ﹤0.01%
+7
803
$1K ﹤0.01%
+103
804
$1K ﹤0.01%
+140
805
$1K ﹤0.01%
+16
806
$0 ﹤0.01%
+1
807
$0 ﹤0.01%
+15
808
$0 ﹤0.01%
+1
809
$0 ﹤0.01%
+3
810
$0 ﹤0.01%
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811
$0 ﹤0.01%
+1
812
$0 ﹤0.01%
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813
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814
$0 ﹤0.01%
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815
$0 ﹤0.01%
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816
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817
$0 ﹤0.01%
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818
$0 ﹤0.01%
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819
$0 ﹤0.01%
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820
$0 ﹤0.01%
+4
821
– –
0
822
– –
0
823
$0 ﹤0.01%
+5
824
$0 ﹤0.01%
+19
825
$0 ﹤0.01%
+7
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