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
101
$333K 0.19%
1,112
-8
102
$325K 0.19%
6,693
103
$316K 0.18%
6,843
-10
104
$310K 0.18%
5,818
-434
105
$309K 0.18%
1,393
+18
106
$300K 0.17%
1,060
+25
107
$298K 0.17%
1,947
-152
108
$296K 0.17%
2,701
+539
109
$295K 0.17%
426
-12
110
$291K 0.17%
6,811
-383
111
$288K 0.16%
650
-32
112
$280K 0.16%
8,375
-405
113
$276K 0.16%
783
114
$270K 0.15%
3,066
-84
115
$269K 0.15%
5,943
+83
116
$266K 0.15%
677
+38
117
$257K 0.15%
2,582
+1
118
$242K 0.14%
+1,898
119
$238K 0.14%
1,271
-40
120
$238K 0.14%
3,088
+137
121
$232K 0.13%
+3,600
122
$231K 0.13%
1,128
-8
123
$229K 0.13%
3,255
-72
124
$229K 0.13%
3,283
-200
125
$226K 0.13%
3,220
+3
2 3 4
5
6