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
151
-3,506
152
-15,000
153
-1,947