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
$195M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$290K
3
+$267K
4
ALL icon
Allstate
ALL
+$238K
5
NSC icon
Norfolk Southern
NSC
+$227K

Top Sells

1
+$277K
2
+$239K
3
+$203K
4
WMT icon
Walmart
WMT
+$96.6K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$90.2K

Sector Composition

1 Technology 33.99%
2 Financials 9.4%
3 Consumer Discretionary 8.67%
4 Communication Services 7.26%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.12%
3,225
-15
127
$241K 0.12%
3,437
+157
128
$241K 0.12%
1,808
-80
129
$240K 0.12%
2,215
-305
130
$238K 0.12%
+1,700
131
$237K 0.12%
3,471
+10
132
$230K 0.12%
2,183
+26
133
$227K 0.12%
+962
134
$221K 0.11%
417
+14
135
$219K 0.11%
+4,251
136
$217K 0.11%
+543
137
$217K 0.11%
+1,155
138
$216K 0.11%
+880
139
$213K 0.11%
+4,650
140
$209K 0.11%
+1,225
141
$203K 0.1%
+1,810
142
$201K 0.1%
+2,650
143
$182K 0.09%
18,250
-2,000
144
$157K 0.08%
12,883
+1,538
145
$134K 0.07%
13,500
146
$90.4K 0.05%
25,250
-5,250
147
$14.3K 0.01%
+149
148
$9.46K ﹤0.01%
+1,200
149
$8.63K ﹤0.01%
+520
150
$4.4K ﹤0.01%
+1,074
3 4 5
6
7