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
101
$384K 0.18%
1,352
+13
102
$384K 0.18%
1,905
+35
103
$370K 0.17%
1,737
-59
104
$365K 0.17%
1,060
105
$361K 0.17%
3,935
+26
106
$355K 0.17%
2,498
+642
107
$338K 0.16%
406
+7
108
$337K 0.16%
5,808
-1,355
109
$332K 0.16%
794
+10
110
$318K 0.15%
3,417
+11
111
$314K 0.15%
13,032
-708
112
$309K 0.14%
3,180
-390
113
$305K 0.14%
3,115
-1,140
114
$305K 0.14%
1,258
+107
115
$305K 0.14%
1,155
116
$304K 0.14%
5,240
+69
117
$300K 0.14%
6,193
118
$297K 0.14%
4,697
+446
119
$296K 0.14%
1,809
+1
120
$294K 0.14%
6,738
+179
121
$293K 0.14%
1,126
-2
122
$292K 0.14%
1,807
+29
123
$290K 0.14%
3,224
+26
124
$287K 0.13%
1,660
-40
125
$274K 0.13%
3,191
3 4
5
6 7