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
201
$107K 0.07%
358
+3
202
$106K 0.07%
1,440
-300
203
$106K 0.07%
2,231
-29
204
$105K 0.07%
1,243
205
$105K 0.07%
2,200
206
$101K 0.06%
757
-10
207
$101K 0.06%
2,654
208
$100K 0.06%
1,974
+27
209
$99K 0.06%
2,280
-250
210
$99K 0.06%
1,000
211
$97K 0.06%
9,000
212
$96K 0.06%
1,206
-29
213
$95K 0.06%
3,026
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214
$95K 0.06%
1,850
215
$93K 0.06%
1,022
216
$93K 0.06%
1,934
217
$87K 0.05%
50
+5
218
$86K 0.05%
3,000
219
$85K 0.05%
7,600
220
$84K 0.05%
3,860
-1,000
221
$84K 0.05%
342
+25
222
$84K 0.05%
890
-140
223
$82K 0.05%
1,325
224
$81K 0.05%
685
+35
225
$80K 0.05%
305
7 8
9
10 11