ZIG

Zullo Investment Group Portfolio holdings

AUM $247M
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$232K
3
+$218K
4
IXN icon
iShares Global Tech ETF
IXN
+$217K
5
NSC icon
Norfolk Southern
NSC
+$215K

Top Sells

1
+$702K
2
+$600K
3
+$364K
4
TSLA icon
Tesla
TSLA
+$288K
5
GIS icon
General Mills
GIS
+$213K

Sector Composition

1 Technology 34.13%
2 Financials 8.52%
3 Consumer Discretionary 8.25%
4 Communication Services 7.41%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$485K 0.28%
4,891
+68
77
$484K 0.28%
1,033
+5
78
$470K 0.27%
4,801
-130
79
$469K 0.27%
1,270
+16
80
$465K 0.27%
2,680
-16
81
$464K 0.27%
3,362
-7
82
$461K 0.26%
11,103
-747
83
$457K 0.26%
813
-24
84
$451K 0.26%
2,589
+61
85
$447K 0.26%
4,097
+3
86
$414K 0.24%
14,427
+120
87
$403K 0.23%
1,872
+11
88
$388K 0.22%
2,368
+47
89
$386K 0.22%
3,950
+30
90
$382K 0.22%
1,553
+35
91
$378K 0.22%
3,750
+50
92
$377K 0.22%
3,848
-228
93
$370K 0.21%
7,850
+263
94
$361K 0.21%
1,644
95
$358K 0.2%
733
-7
96
$357K 0.2%
1,688
+98
97
$347K 0.2%
1,772
-74
98
$346K 0.2%
1,572
99
$336K 0.19%
4,977
-121
100
$334K 0.19%
3,992
+599
2 3
4
5 6