ZIG
Zullo Investment Group Portfolio holdings
AUM $233M
AUM
$233M
AUM Growth
-$14.4M (-6%)
Cap. Flow
+$171K
Cap. Flow % of AUM
0.07%
Top 10 Holdings %Top 10 Hldgs %
45.21%
Holding
151
New
3
Increased
65
Reduced
64
Closed
5
Top Buys
| 1 | $1.12M | |
| 2 | $220K | |
| 3 | $205K | |
| 4 | $204K | |
| 5 | $202K |
Top Sells
| 1 | $508K | |
| 2 | $426K | |
| 3 | $388K | |
| 4 | $334K | |
| 5 | $249K |
Sector Composition
| 1 | Technology | 35.06% |
| 2 | Financials | 10.82% |
| 3 | Communication Services | 8.07% |
| 4 | Consumer Discretionary | 7.77% |
| 5 | Consumer Staples | 5.7% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,450 | Closed | – |
