ZIG

Zullo Investment Group Portfolio holdings

AUM $273M
1-Year Est. Return 25.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$208K
3 +$206K
4
RSG icon
Republic Services
RSG
+$204K
5
CSCO icon
Cisco
CSCO
+$201K

Top Sells

1 +$594K
2 +$456K
3 +$405K
4
COST icon
Costco
COST
+$344K
5
NKE icon
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
-2,300