ZIG
Zullo Investment Group Portfolio holdings
AUM
$247M
1-Year Est. Return
21.61%
1 Year Est. Return
+21.61%
AUM
$233M
AUM Growth
-$14.4M
(-5.8%)
Holding
151
Top Buys
| 1 | +$1.12M | |
| 2 | +$220K | |
| 3 | +$205K | |
| 4 |
Union Pacific
UNP
|
+$204K |
| 5 |
Cisco
CSCO
|
+$202K |
Top Sells
| 1 | +$508K | |
| 2 | +$426K | |
| 3 | +$388K | |
| 4 |
Costco
COST
|
+$334K |
| 5 |
Nike
NKE
|
+$331K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-4,450
|
|