ZIG

Zullo Investment Group Portfolio holdings

AUM $270M
1-Year Est. Return 27.17%
This Quarter Est. Return
1 Year Est. Return
+27.17%
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
126
$273K 0.13%
3,676
-395
127
$270K 0.13%
2,153
-30
128
$270K 0.13%
4,650
129
$269K 0.13%
3,084
+23
130
$267K 0.13%
3,163
-62
131
$265K 0.12%
9,545
-5,907
132
$260K 0.12%
3,471
133
$253K 0.12%
3,526
+89
134
$251K 0.12%
+246
135
$246K 0.12%
2,229
+14
136
$246K 0.12%
423
+6
137
$246K 0.12%
4,901
-894
138
$237K 0.11%
929
-33
139
$232K 0.11%
5,300
140
$232K 0.11%
+787
141
$224K 0.1%
1,225
142
$218K 0.1%
+843
143
$217K 0.1%
+354
144
$217K 0.1%
880
145
$216K 0.1%
+9,395
146
$204K 0.1%
+1,551
147
$200K 0.09%
1,850
+40
148
$171K 0.08%
12,889
+6
149
$138K 0.06%
+12,000
150
$133K 0.06%
13,500
3 4 5
6
7