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
$228M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$383K
2
+$314K
3
+$264K
4
BKNG icon
Booking.com
BKNG
+$222K
5
FDX icon
FedEx
FDX
+$201K

Top Sells

1
+$265K
2
+$237K
3
+$232K
4
MLM icon
Martin Marietta Materials
MLM
+$217K
5
UNP icon
Union Pacific
UNP
+$217K

Sector Composition

1 Technology 36.86%
2 Financials 9.07%
3 Communication Services 7.96%
4 Consumer Discretionary 7.87%
5 Consumer Staples 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.55K ﹤0.01%
520
152
– –
-1,551
153
– –
-354
154
– –
-929
155
– –
-9,545
156
– –
-2,650
157
– –
-12,000
158
– –
-16,500
159
– –
-880
3 4 5 6
7