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
$160M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$291K
2
+$242K
3
+$193K
4
FDX icon
FedEx
FDX
+$174K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$172K

Top Sells

1
+$152K
2
+$145K
3
+$138K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$133K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$122K

Sector Composition

1 Technology 26.78%
2 Financials 9.69%
3 Consumer Discretionary 8.28%
4 Consumer Staples 6.99%
5 Healthcare 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$136K 0.09%
1,650
+18
177
$135K 0.08%
846
+127
178
$133K 0.08%
3,514
+155
179
$132K 0.08%
1,196
-378
180
$131K 0.08%
1,872
-8
181
$130K 0.08%
5,720
-1,600
182
$125K 0.08%
795
+31
183
$123K 0.08%
2,506
+1,200
184
$123K 0.08%
321
-29
185
$120K 0.08%
264
-27
186
$119K 0.07%
4,550
+50
187
$118K 0.07%
1,268
-160
188
$117K 0.07%
22,275
+350
189
$116K 0.07%
1,270
+10
190
$116K 0.07%
538
-639
191
$112K 0.07%
2,680
-10
192
$111K 0.07%
238
+12
193
$111K 0.07%
1,825
194
$110K 0.07%
2,650
195
$110K 0.07%
4,018
+59
196
$109K 0.07%
712
197
$109K 0.07%
365
+47
198
$109K 0.07%
1,743
+11
199
$108K 0.07%
1,215
+10
200
$108K 0.07%
6,456
+4,900
6 7
8
9 10