RZ
Richard Zito Portfolio
Invests via Flynn Zito Capital Management LLC | Managed by Richard Zito, Douglas Flynn
Invests via Flynn Zito Capital Management LLC
Managed by Richard Zito, Douglas Flynn
Automatically Tracked
Richard Zito Profile
Richard Zito is a seasoned operating executive with extensive experience in driving growth and transformation within the financial services sector. His career reflects a strong focus on enhancing organizational performance through strategic initiatives and operational excellence. Known for his leadership in several successful ventures, he has been instrumental in scaling businesses to meet evolving market demands while maintaining efficiency. With a solid educational foundation in finance and business management, Zito has cultivated an influential network that positions him favorably within capital markets discussions and corporate governance frameworks.
Richard Zito is a seasoned operating executive with extensive experience in driving growth and transformation within the financial services sector. His career reflects a strong focus on enhancing organizational performance through strategic initiatives and operational excellence. Known for his leadership in several successful ventures, he has been instrumental in scaling businesses to meet evolving market demands while maintaining efficiency. With a solid educational foundation in finance and business management, Zito has cultivated an influential network that positions him favorably within capital markets discussions and corporate governance frameworks.
Investment Philosophy & Strategy
Growth in the financial services sector hinges on exceptional leadership and a deep understanding of operational mechanics. Richard Zito exemplifies these traits, driving transformative strategies that align with market dynamics. His experience indicates a penchant for leveraging synergies across diverse business units to enhance profitability while ensuring agility. By fostering collaborative environments and embracing innovation, he consistently positions organizations for sustainable success. The strategic insights gleaned from his extensive network empower informed capital allocation decisions, underpinning both immediate objectives and long-term aspirations.
Growth in the financial services sector hinges on exceptional leadership and a deep understanding of operational mechanics. Richard Zito exemplifies these traits, driving transformative strategies that align with market dynamics. His experience indicates a penchant for leveraging synergies across diverse business units to enhance profitability while ensuring agility. By fostering collaborative environments and embracing innovation, he consistently positions organizations for sustainable success. The strategic insights gleaned from his extensive network empower informed capital allocation decisions, underpinning both immediate objectives and long-term aspirations.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
32.42%
Gain +1.73%
Monthly
0.63%
Yearly
7.82%
Drawdown
15.94%
$347.9M
Equity
Holdings
$347.9M
Investment
$254.99M
$110.79M
Profit +$6.77M
Realized
$17.87M
Unrealized
$92.92M
Dividends
$14.17M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.73%
Profit
$6.77M
Win %
79%
This Week
Compared To Last Week
Gain
-1.83%
Profit
-$6.5M
Win %
79%
This Month
Compared to last month
Gain
-1.74%
Profit
-$6.14M
Win %
79%
This Year
Compared to last year
Gain
4.89%
Profit
$20.07M
Win %
79%
W Wayfair Inc.
+13.15%
+$25,058.25 
MU Micron Technology, Inc.
+11.69%
+$1.5M 
M Macy's Inc.
+8.12%
+$24,633.64 
WDC Western Digital Corporation
+8%
+$63,660.8 
AMD Advanced Micro Devices, Inc.
+7.96%
+$368,808.88 
PSLV Sprott Physical Silver Trust
+6.18%
+$99,422.04 
VRT Vertiv Holdings Co
+6.06%
+$15,514.33 
SIVR abrdn Physical Silver Shares ETF
+5.41%
+$13,247.92 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$17,343.4 
NEM Newmont Corporation
+5.2%
+$9,529.14 
ETN Eaton Corporation plc
+4.88%
+$10,992.01 
CAT Caterpillar Inc.
+4.83%
+$13,187.47 
XNTK SPDR NYSE Technology ETF
+4.82%
+$20,561.65 
TSLA Tesla, Inc.
+4.63%
+$33,343.29 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.58%
+$12,392.1 
CGXU Capital Group International Focus Equity ETF
+4.51%
+$223,560.8 
H Hyatt Hotels Corporation
+3.79%
+$12,370.53 
R Ryder System Inc.
+3.79%
+$13,096.96 
J Jacobs Solutions Inc.
+3.75%
+$9,006 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+3.71%
+$789,729.75 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$9,480.28 
GILD Gilead Sciences Inc.
+3.61%
+$7,563.97 
C Citigroup Inc.
+3.47%
+$16,214.26 
AVGO Broadcom Inc.
+3.47%
+$59,159.35 
GS The Goldman Sachs Group, Inc.
+3.43%
+$10,221.41 
PPLT abrdn Physical Platinum Shares ETF
+3.31%
+$6,455 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$24,968.52 
NULG Nuveen ESG Large-Cap Growth ETF
+3.1%
+$10,486.56 
BAR GraniteShares Gold Trust
+3.05%
+$17,929.1 
IAU iShares Gold Trust
+3.05%
+$5,908.5 
IWM iShares Russell 2000 ETF
+2.99%
+$11,776.73 
PHYS Sprott Physical Gold Trust
+2.96%
+$37,165.31 
MS Morgan Stanley
+2.91%
+$15,206.52 
NUDM Nuveen ESG International Developed Markets Equity Fund
+2.73%
+$9,544.08 
RDVY First Trust Rising Dividend Achievers ETF
+2.72%
+$39,391.32 
CGGR Capital Group Growth ETF
+2.69%
+$263,952 
EZBC Franklin Bitcoin ETF
+2.68%
+$8,676.48 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+2.63%
+$167,323.06 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$77,131.5 
NUSC Nuveen ESG Small-Cap ETF
+2.57%
+$6,094.83 
PSC Principal U.S. Small-Cap ETF
+2.57%
+$80,909.44 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+2.57%
+$11,231.4 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$15,013.29 
CSCO Cisco Systems, Inc.
+2.53%
+$54,408.76 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+2.45%
+$37,891 
TT Trane Technologies plc
+2.43%
+$6,361.26 
QBTS D-Wave Quantum Inc.
+2.39%
+$22,200 
HD The Home Depot, Inc.
+2.27%
+$15,594.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$171,675.02 
PFE Pfizer Inc.
+2.25%
+$5,563.12 
FMDE Fidelity Enhanced Mid Cap ETF
+2.21%
+$52,731.76 
NVDA NVIDIA Corporation
+2.17%
+$243,436.24 
LLY Eli Lilly and Company
+2.16%
+$52,528 
QGRW WisdomTree U.S. Quality Growth Fund
+2.13%
+$318,829.5 
JHMM John Hancock Multifactor Mid Cap ETF
+2.11%
+$71,084.32 
GT The Goodyear Tire & Rubber Company
+2.04%
+$1,683.96 
USA Liberty All Star Equity Fund
+1.85%
+$16,501.59 
CEG Constellation Energy Corporation
+1.82%
+$4,670.19 
DIS The Walt Disney Company
+1.77%
+$6,438.25 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.76%
+$8,769.91 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$20,887.3 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$382,228.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$177,754.05 
VTV Vanguard Value ETF
+1.68%
+$3,727.33 
RAAX VanEck Real Assets ETF
+1.61%
+$29,806.08 
RAFE PIMCO RAFI ESG U.S. ETF
+1.61%
+$8,612.94 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$5,204.78 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.59%
+$5,948.64 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$327,824.12 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$14,116.48 
AMZN Amazon.com Inc
+1.45%
+$61,244.4 
JPM JPMorgan Chase & Co.
+1.4%
+$12,095.97 
AAPL Apple Inc.
+1.39%
+$287,157.15 
MRK Merck & Co., Inc.
+1.39%
+$7,266.62 
GAB Gabelli Equity Trust Inc.
+1.17%
+$5,803.2 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$5,217.55 
DLR Digital Realty Trust, Inc.
+1.13%
+$2,343.15 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.09%
+$16,884.4 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.08%
+$164,789.8 
BAC Bank of America Corporation
+1.08%
+$3,339.99 
ZAP Global X U.S. Electrification ETF
+0.98%
+$47,420.8 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$4,232.6 
GOOG Alphabet Inc
+0.91%
+$13,200.97 
IBM International Business Machines Corporation
+0.89%
+$3,876.07 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.89%
+$6,787.2 
MCD McDonald's Corporation
+0.83%
+$2,603.81 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.83%
+$15,420.59 
WTFC Wintrust Financial Corporation
+0.79%
+$1,909.3 
PID Invesco International Dividend Achievers ETF
+0.76%
+$2,156.66 
GOF Guggenheim Strategic Opportunities Fund
+0.69%
+$10,345.95 
MMM 3M Company
+0.68%
+$4,774.34 
PLTR Palantir Technologies Inc.
+0.67%
+$2,261.13 
EVTR Eaton Vance Total Return Fund
+0.63%
+$26,284.48 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.63%
+$1,473.92 
JBND JPMorgan Active Bond ETF
+0.6%
+$28,305.92 
MUSI American Century Multisector Income ETF
+0.57%
+$1,414.78 
CGCP Capital Group Core Plus Income ETF
+0.54%
+$34,848.72 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
+0.53%
+$4,563.9 
PYLD PIMCO Multisector Bond Active ETF
+0.51%
+$68,817.06 
TMB Thornburg Multi-Sector Bond ETF
+0.45%
+$19,042.72 
CRUX Columbia Core Bond ETF
+0.42%
+$40,930 
GOOGL Alphabet Inc
+0.42%
+$6,612.39 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.34%
+$11,081.26 
PREF Principal Spectrum Preferred Securities Active ETF
+0.32%
+$1,002.42 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$4,020.02 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.28%
+$662.55 
FTMU Franklin Municipal Income ETF
+0.25%
+$626.3 
U Unity Software Inc.
+0.23%
+$821.22 
TRV The Travelers Companies, Inc.
+0.17%
+$630.88 
IGD Voya Global Equity Dividend Fund
+0.16%
+$235.5 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.16%
+$2,434.88 
HGER Harbor Commodity All-Weather Fund
+0.13%
+$3,394.92 
FTCA Franklin California Municipal Income ETF
+0.1%
+$219.45 
FMNY First Trust New York Municipal High Income ETF
+0.09%
+$3,817.6 
FTNY Franklin New York Municipal Income ETF
+0.06%
+$131.81 
FTNJ Franklin New Jersey Municipal Income ETF
+0.06%
+$75.25 
FTMA Franklin Massachusetts Municipal Income ETF
+0.06%
+$70.39 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$97.18 
RAVI FlexShares Ultra-Short Income Fund
+0.03%
+$58.27 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$86.78 
GABRT
0%
$0 
L
0%
$0 
MFSB
0%
$0 
NYM
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
Q
0%
$0 
ORCL Oracle Corporation
-8.58%
-$73,483.81 
Z Zillow Group Inc.
-3.62%
-$6,282.84 
XOM Exxon Mobil Corporation
-2.68%
-$22,362.47 
COKE Coca-Cola Consolidated Inc.
-2.5%
-$53,607.7 
WM Waste Management, Inc.
-2.48%
-$4,871.73 
CVX Chevron Corporation
-2.1%
-$5,922.24 
MSFT Microsoft Corp.
-1.77%
-$133,674.84 
A Agilent Technologies Inc.
-1.58%
-$4,230.47 
OKE ONEOK, Inc.
-1.55%
-$9,311.4 
ET Energy Transfer L.P.
-1.42%
-$7,101.54 
LPLA LPL Financial Holdings Inc.
-1.29%
-$32,392.14 
PM Philip Morris International Inc.
-1.27%
-$3,238.7 
KO The Coca-Cola Company
-1.27%
-$12,183.64 
V Visa Inc. Class A
-1.21%
-$12,191.37 
TRGP Targa Resources Corp.
-1.17%
-$2,925.6 
G Genpact Ltd.
-0.92%
-$1,996.86 
NFLX Netflix, Inc.
-0.89%
-$6,046.59 
T AT&T Inc.
-0.86%
-$4,567 
COST Costco Wholesale Corporation
-0.82%
-$8,232.21 
MA Mastercard Incorporated
-0.54%
-$1,269.84 
ETR Entergy Corporation
-0.52%
-$1,256.85 
PG Procter & Gamble Co
-0.48%
-$4,582.8 
META Meta Platforms Inc Class A
-0.45%
-$6,011.34 
E Eni S.p.A. Sponsored ADR
-0.38%
-$1,414.91 
O Realty Income Corporation
-0.31%
-$877.61 
MSI Motorola Solutions, Inc.
-0.27%
-$698.5 
S SentinelOne Inc.
-0.1%
-$290 
WMT Walmart Inc.
-0.07%
-$730.62 
D Dominion Energy, Inc.
-0.06%
-$175.08 
JNJ Johnson & Johnson
-0.05%
-$367.92 
VZ Verizon Communications Inc.
-0.04%
-$111.56 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$266.86 Events
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Dividends
Dividend Analysis
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| Trades 1643 | Longs Won 1114/1643 67% | Profit Factor 8.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $407,481.64 |
| Average Win $112,074.66 | Best Trade (Jun 11) $7.57M | Sharpe Ratio -9.25 |
| Average Loss -$26,580.54 | Worst Trade (Jun 30) -$1.56M | Z-Score 8.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 6d | Expectancy $67,431.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
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Returns
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