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
$194M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$8.84M
3
+$6.98M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.19M
5
NVDA icon
NVIDIA
NVDA
+$3.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.21%
2 Consumer Discretionary 9.88%
3 Financials 9.44%
4 Communication Services 6.71%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$168K 0.09%
+1,812
177
$166K 0.09%
+3,176
178
$165K 0.08%
+318
179
$163K 0.08%
+2,401
180
$162K 0.08%
+1,863
181
$160K 0.08%
+2,850
182
$158K 0.08%
+1,009
183
$157K 0.08%
+4,500
184
$157K 0.08%
+1,934
185
$157K 0.08%
+2,003
186
$154K 0.08%
+350
187
$152K 0.08%
+4,810
188
$151K 0.08%
+1,271
189
$148K 0.08%
+2,411
190
$144K 0.07%
+763
191
$143K 0.07%
+581
192
$143K 0.07%
+6,875
193
$139K 0.07%
+6,739
194
$139K 0.07%
+1,921
195
$135K 0.07%
+2,880
196
$134K 0.07%
+380
197
$133K 0.07%
+1,287
198
$132K 0.07%
+2,260
199
$131K 0.07%
+9,000
200
$129K 0.07%
+570
6 7
8
9 10