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
$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
Technology Select Sector SPDR Fund
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
101
$391K 0.2%
+5,212
102
$383K 0.2%
+1,836
103
$379K 0.2%
+414
104
$374K 0.19%
+3,700
105
$372K 0.19%
+3,920
106
$370K 0.19%
+1,665
107
$364K 0.19%
+7,364
108
$362K 0.19%
+2,332
109
$357K 0.18%
+1,271
110
$354K 0.18%
+1,394
111
$348K 0.18%
+3,362
112
$333K 0.17%
+6,947
113
$332K 0.17%
+1,035
114
$326K 0.17%
+2,196
115
$322K 0.17%
+679
116
$320K 0.16%
+3,755
117
$316K 0.16%
+2,692
118
$302K 0.16%
+6,182
119
$300K 0.15%
+1,332
120
$295K 0.15%
+1,068
121
$288K 0.15%
+5,079
122
$287K 0.15%
+3,338
123
$285K 0.15%
+958
124
$284K 0.15%
+5,814
125
$280K 0.14%
+2,009
3 4
5
6 7