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:
97.41%
Gain +1.67%
Monthly
1.28%
Yearly
16.55%
Drawdown
22.93%
$366.77M
Equity
Holdings
$366.77M
Investment
$269.28M
$110.7M
Profit +$3.36M
Realized
$13.21M
Unrealized
$97.49M
Dividends
$16.51M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.67%
Profit
$3.36M
Win %
78%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$2.07M
Win %
78%
This Month
Compared to last month
Gain
-0.02%
Profit
-$69,815.81
Win %
78%
This Year
Compared to last year
Gain
1.23%
Profit
$4.46M
Win %
79%
INTC Intel Corporation
+3.92%
+$11,310.54 
ETN Eaton Corporation plc
+3.91%
+$9,600.01 
P Everpure Inc.
+3.31%
+$11,628.29 
VRT Vertiv Holdings Co
+3.26%
+$7,369.99 
ORCL Oracle Corporation
+2.68%
+$17,535.7 
CSCO Cisco Systems, Inc.
+2.5%
+$45,961.34 
M Macy's Inc.
+2.39%
+$5,594.33 
CAT Caterpillar Inc.
+2.31%
+$5,660.8 
META Meta Platforms Inc Class A
+2.18%
+$31,677.18 
CRDO Credo Technology Group Holding Ltd.
+2.18%
+$3,514.43 
SOXX iShares Semiconductor ETF
+2.1%
+$3,392.92 
Q Qnity Electronics Inc.
+2.06%
+$6,667.05 
SIVR abrdn Physical Silver Shares ETF
+2.05%
+$5,011.19 
B BARRICK MINING CORP Common Stock (ABR0)
+1.98%
+$8,087.44 
CROX Crocs, Inc.
+1.93%
+$3,630.9 
XNTK SPDR NYSE Technology ETF
+1.85%
+$7,570.2 
EMR Emerson Electric Co.
+1.75%
+$3,637.4 
PPLT abrdn Physical Platinum Shares ETF
+1.71%
+$4,273.5 
PSLV Sprott Physical Silver Trust
+1.69%
+$28,223.01 
GOOGL Alphabet Inc
+1.65%
+$23,936.6 
ABBV AbbVie Inc.
+1.65%
+$3,515.4 
GOOG Alphabet Inc
+1.62%
+$21,678.65 
PHYS Sprott Physical Gold Trust
+1.62%
+$21,645.73 
GLDM SPDR Gold MiniShares Trust
+1.59%
+$4,849.76 
AMZN Amazon.com Inc
+1.57%
+$71,429.48 
F Ford Motor Company
+1.55%
+$4,006.95 
SCOP Sprott Physical Copper Trust
+1.54%
+$3,630.96 
AMD Advanced Micro Devices, Inc.
+1.5%
+$58,699.44 
BAR GraniteShares Gold Trust
+1.5%
+$9,367.04 
CEG Constellation Energy Corporation
+1.45%
+$4,388.39 
T AT&T Inc.
+1.43%
+$9,228.66 
AVGO Broadcom Inc.
+1.42%
+$22,829.6 
IYW iShares U.S. Technology ETF
+1.41%
+$2,975.1 
AAPL Apple Inc.
+1.41%
+$322,508.56 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.36%
+$3,164.18 
CGXU Capital Group International Focus Equity ETF
+1.36%
+$78,441.5 
A Agilent Technologies Inc.
+1.31%
+$3,820.16 
HD The Home Depot, Inc.
+1.31%
+$8,664.37 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.29%
+$3,455.76 
EZBC Franklin Bitcoin ETF
+1.29%
+$5,726.43 
TT Trane Technologies plc
+1.29%
+$3,294.13 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+1.28%
+$273,652.32 
ZAP Global X U.S. Electrification ETF
+1.28%
+$78,683 
NUDM Nuveen ESG International Developed Markets Equity Fund
+1.24%
+$4,023.5 
JPM JPMorgan Chase & Co.
+1.24%
+$12,409.55 
IBM International Business Machines Corporation
+1.19%
+$4,447.99 
U Unity Software Inc.
+1.19%
+$5,113 
DLR Digital Realty Trust, Inc.
+1.15%
+$2,450.3 
LRCX Lam Research Corporation
+1.11%
+$1,654.99 
VZ Verizon Communications Inc.
+1.08%
+$3,053.7 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+1.07%
+$5,639.04 
IWF iShares Russell 1000 Growth ETF
+1.06%
+$233,608.68 
QGRW WisdomTree U.S. Quality Growth Fund
+1.06%
+$179,923.8 
AVDE Avantis International Equity ETF
+1.05%
+$3,718.01 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$7,814.88 
VONG Vanguard Russell 1000 Growth Fund
+1.02%
+$9,743.44 
CGGR Capital Group Growth ETF
+1.01%
+$107,855.13 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1%
+$78,784.8 
PM Philip Morris International Inc.
+0.98%
+$2,733.94 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$12,470.83 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.92%
+$7,087.5 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$218,124.45 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.91%
+$38,837.44 
IWM iShares Russell 2000 ETF
+0.91%
+$3,662.75 
MSI Motorola Solutions, Inc.
+0.9%
+$2,663.82 
Z Zillow Group Inc.
+0.9%
+$2,153.48 
JNJ Johnson & Johnson
+0.89%
+$7,625.49 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.89%
+$4,575.6 
MDY SPDR S&P MidCap 400 ETF Trust
+0.89%
+$5,280 
JHMM John Hancock Multifactor Mid Cap ETF
+0.88%
+$29,510.69 
D Dominion Energy, Inc.
+0.88%
+$2,511.99 
OKE ONEOK, Inc.
+0.87%
+$5,570.28 
NUSC Nuveen ESG Small-Cap ETF
+0.86%
+$2,028.74 
USA Liberty All Star Equity Fund
+0.85%
+$7,194.05 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.85%
+$14,250.08 
RAFE PIMCO RAFI ESG U.S. ETF
+0.85%
+$4,709.88 
BAC Bank of America Corporation
+0.82%
+$2,917.99 
C Citigroup Inc.
+0.82%
+$3,684.93 
FMDE Fidelity Enhanced Mid Cap ETF
+0.8%
+$44,005.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.8%
+$24,302.42 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.76%
+$11,702.88 
PG Procter & Gamble Co
+0.75%
+$6,711.04 
MSFT Microsoft Corp.
+0.75%
+$68,297.12 
VTV Vanguard Value ETF
+0.75%
+$1,738.02 
W Wayfair Inc.
+0.74%
+$2,316.24 
GS The Goldman Sachs Group, Inc.
+0.74%
+$2,243.93 
J Jacobs Solutions Inc.
+0.73%
+$2,025.72 
RSP Invesco S&P 500 Equal Weight ETF
+0.72%
+$2,423.52 
PLTR Palantir Technologies Inc.
+0.71%
+$3,079.82 
IGD Voya Global Equity Dividend Fund
+0.71%
+$1,059.75 
NULG Nuveen ESG Large-Cap Growth ETF
+0.7%
+$2,514.87 
RDVY First Trust Rising Dividend Achievers ETF
+0.7%
+$11,127.2 
NFLX Netflix, Inc.
+0.68%
+$3,859.95 
TRV The Travelers Companies, Inc.
+0.67%
+$4,103.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.66%
+$71,322.74 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.66%
+$2,472.47 
NVDA NVIDIA Corporation
+0.63%
+$66,862.85 
H Hyatt Hotels Corporation
+0.61%
+$1,504.8 
CVX Chevron Corporation
+0.6%
+$1,676.41 
CNP CenterPoint Energy Inc.
+0.59%
+$1,056.16 
MU Micron Technology, Inc.
+0.56%
+$76,433.26 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.54%
+$72,632.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.5%
+$8,249.54 
WMT Walmart Inc.
+0.49%
+$4,142.84 
WTFC Wintrust Financial Corporation
+0.45%
+$1,072.03 
GAB Gabelli Equity Trust Inc.
+0.45%
+$2,243.97 
DIS The Walt Disney Company
+0.43%
+$1,676.7 
TSLA Tesla, Inc.
+0.43%
+$4,936.08 
MMM 3M Company
+0.42%
+$3,224.98 
G Genpact Ltd.
+0.38%
+$1,105.26 
KO The Coca-Cola Company
+0.38%
+$3,771.9 
TRGP Targa Resources Corp.
+0.36%
+$974.82 
GOF Guggenheim Strategic Opportunities Fund
+0.33%
+$4,358.88 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.32%
+$723.92 
PID Invesco International Dividend Achievers ETF
+0.31%
+$869.12 
MOAT VanEck Morningstar Wide Moat Fund
+0.3%
+$1,477.41 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.29%
+$1,426.56 
V Visa Inc. Class A
+0.29%
+$3,361.56 
EWBC East West Bancorp Inc.
+0.29%
+$612 
PYLD PIMCO Multisector Bond Active ETF
+0.27%
+$45,126.97 
CGCP Capital Group Core Plus Income ETF
+0.25%
+$16,720.99 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.24%
+$8,157.28 
XOM Exxon Mobil Corporation
+0.23%
+$1,949.78 
FTMA Franklin Massachusetts Municipal Income ETF
+0.21%
+$330.39 
TMB Thornburg Multi-Sector Bond ETF
+0.2%
+$8,905.35 
FTNY Franklin New York Municipal Income ETF
+0.2%
+$329.65 
IBKR Interactive Brokers Group Inc.
+0.19%
+$468.01 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.19%
+$811.35 
MRK Merck & Co., Inc.
+0.19%
+$1,094 
GILD Gilead Sciences Inc.
+0.19%
+$507.87 
FTMU Franklin Municipal Income ETF
+0.19%
+$936.52 
JBND JPMorgan Active Bond ETF
+0.16%
+$8,236.25 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$2,645.78 
EVTR Eaton Vance Total Return Fund
+0.16%
+$6,599.68 
R Ryder System Inc.
+0.13%
+$352.27 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
+0.12%
+$1,012.08 
RAAX VanEck Real Assets ETF
+0.12%
+$2,742.55 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$247.63 
MA Mastercard Incorporated
+0.07%
+$182.78 
L Loews Corporation
+0.04%
+$119.66 
USFR WisdomTree Floating Rate Treasury Fund
+0.04%
+$550.04 
CRUX Columbia Core Bond ETF
+0.02%
+$1,688.48 
MS Morgan Stanley
+0.01%
+$75.81 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$20.87 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$135.2 
XBIL U.S. Treasury 6-Month Bill ETF
+0.01%
+$24.3 
S SentinelOne Inc.
0%
$0 
FMNY First Trust New York Municipal High Income ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
FTCA Franklin California Municipal Income ETF
0%
$0 
FTNJ Franklin New Jersey Municipal Income ETF
0%
$0 NYM
NYM
0%
$0 MFSB
MFSB
0%
$0 
SNDK SanDisk Corporation
-1.81%
-$3,706.23 
E Eni S.p.A. Sponsored ADR
-1.47%
-$4,154.15 
HGER Harbor Commodity All-Weather Fund
-0.67%
-$17,957.37 
ET Energy Transfer L.P.
-0.6%
-$3,458.52 
WDC Western Digital Corporation
-0.37%
-$2,349.52 
LLY Eli Lilly and Company
-0.23%
-$5,574.4 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.13%
-$3,124.32 
O Realty Income Corporation
-0.09%
-$240.84 
PFE Pfizer Inc.
-0.07%
-$190.86 
COKE Coca-Cola Consolidated Inc.
-0.06%
-$1,276.87 
LPLA LPL Financial Holdings Inc.
-0.06%
-$1,726.27 
COST Costco Wholesale Corporation
-0.04%
-$367.46 
MCD McDonald's Corporation
-0.01%
-$22.16 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1789 | Longs Won 1244/1789 69% | Profit Factor 5.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $414,480.5 |
| Average Win $109,373.06 | Best Trade (Sep 09) $7.63M | Sharpe Ratio -9.79 |
| Average Loss -$46,528.97 | Worst Trade (Sep 29) -$2.25M | Z-Score 12.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 4d | Expectancy $61,879.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,032 | $265,919.85 | $294,640 | - | $28,720.15 | 10.8% | +1.314% |
| AAPL Apple Inc. | 70,187 | $10.96M | $23.24M | - | $12.29M | 112.15% | +1.407% |
| ABBV AbbVie Inc. | 837 | $212,857.47 | $216,950.4 | - | $4,092.93 | 1.92% | +1.647% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,205 | $213,179.4 | $235,041.97 | - | $21,862.57 | 10.26% | +1.365% |
| AMD Advanced Micro Devices, Inc. | 7,744 | $1.34M | $3.96M | - | $2.61M | 194.45% | +1.505% |
| AMZN Amazon.com Inc | 18,015 | $2.98M | $4.61M | - | $1.63M | 54.87% | +1.574% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,434 | $349,875.75 | $377,391.3 | - | $27,515.55 | 7.86% | +0.659% |
| AVDE Avantis International Equity ETF | 3,833 | $347,461.45 | $356,852.3 | - | $9,390.85 | 2.7% | +1.053% |
| AVGO Broadcom Inc. | 4,472 | $805,198.65 | $1.64M | - | $831,262.67 | 103.24% | +1.415% |
| B BARRICK MINING CORP Common Stock (ABR0) | 9,404 | $310,163.38 | $416,785.28 | - | $106,621.9 | 34.38% | +1.979% |
| BAC Bank of America Corporation | 5,666 | $292,482.01 | $357,382.95 | - | $64,900.94 | 22.19% | +0.823% |
| BAR GraniteShares Gold Trust | 14,636 | $633,808.28 | $632,275.2 | - | -$1,533.08 | -0.24% | +1.504% |
| BRK-B Berkshire Hathaway Inc. | 3,207 | $1.2M | $1.63M | - | $430,943.92 | 35.98% | +0.163% |
| C Citigroup Inc. | 3,261 | $170,182.48 | $455,333.43 | - | $285,150.95 | 167.56% | +0.816% |
| CAT Caterpillar Inc. | 305 | $216,080.3 | $251,185.8 | - | $35,105.5 | 16.25% | +2.306% |
| CEG Constellation Energy Corporation | 1,060 | $274,869.3 | $307,516.59 | - | $32,647.29 | 11.88% | +1.448% |
| CGCP Capital Group Core Plus Income ETF | 304,018 | $6.82M | $6.6M | - | -$212,231.2 | -3.11% | +0.254% |
| CGGR Capital Group Growth ETF | 229,479 | $9.82M | $10.75M | - | $927,032.85 | 9.44% | +1.014% |
| CGXU Capital Group International Focus Equity ETF | 165,140 | $4.82M | $5.84M | - | $1.01M | 21.01% | +1.362% |
| CNP CenterPoint Energy Inc. | 4,592 | $202,231.68 | $180,695.2 | - | -$21,536.48 | -10.65% | +0.588% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Richard Zito?
The largest contributions to the portfolio's profits come from the following stocks: Invesco FTSE RAFI US 1000 ETF - $4.2M, State Street SPDR Portfolio S&P 500 ETF - $3.83M, New York Life Investments FTSE International Equity Currency Neutral ETF - $3.15M, SPDR Portfolio S&P 500 Growth ETF - $2.66M, and John Hancock Multifactor Mid Cap ETF - $2.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Core S&P 500 ETF - $2.04M, Super Micro Computer Inc - $1.39M, iShares Core High Dividend ETF - $778,524.81, Vanguard Mid-Cap ETF - $683,286.73, and Vanguard Value ETF - $618,512.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Zito's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.51M earned over time. The largest contributors to dividend income include New York Life Investments FTSE International Equity Currency Neutral ETF - $1.68M, Invesco FTSE RAFI US 1000 ETF - $1.21M, PIMCO Multisector Bond Active ETF - $981,003.03, JPMorgan Nasdaq Equity Premium Income ETF - $681,224.56, and First Trust TCW Opportunistic Fixed Income Fund - $581,757.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Zito's monthly returns?
Richard Zito's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Richard Zito's strategy be considered aggressive or moderate?
Richard Zito's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Richard Zito's strategy?
Richard Zito's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
