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
$213M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$251K
2
+$232K
3
+$218K
4
MLM icon
Martin Marietta Materials
MLM
+$217K
5
PLTR icon
Palantir
PLTR
+$216K

Top Sells

1
+$1.1M
2
+$439K
3
+$217K
4
UBER icon
Uber
UBER
+$210K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$173K

Sector Composition

1 Technology 33.23%
2 Financials 9.73%
3 Consumer Discretionary 8.32%
4 Communication Services 7.97%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$552K 0.26%
2,591
-48
77
$547K 0.26%
2,764
+48
78
$546K 0.26%
4,733
-39
79
$546K 0.26%
1,229
-58
80
$542K 0.25%
1,919
-70
81
$536K 0.25%
2,612
+17
82
$526K 0.25%
3,435
-2
83
$520K 0.24%
9,258
+108
84
$503K 0.24%
13,631
+1
85
$488K 0.23%
5,497
+578
86
$485K 0.23%
5,405
+7
87
$484K 0.23%
4,966
+60
88
$466K 0.22%
891
-3
89
$457K 0.21%
10,539
-32
90
$455K 0.21%
1,823
+100
91
$454K 0.21%
3,997
+36
92
$443K 0.21%
4,850
-185
93
$434K 0.2%
3,354
-32
94
$413K 0.19%
3,750
95
$413K 0.19%
2,772
+12
96
$410K 0.19%
1,578
+6
97
$408K 0.19%
1,942
+685
98
$401K 0.19%
9,074
+235
99
$399K 0.19%
790
-2
100
$395K 0.19%
821
+19
2 3
4
5 6