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:
83.22%
Gain -0.41%
Monthly
1.32%
Yearly
17.11%
Drawdown
22.9%
$347.94M
Equity
Holdings
$347.94M
Investment
$255.15M
$110.45M
Profit -$1.16M
Realized
$17.66M
Unrealized
$92.79M
Dividends
$15.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.16M
Win %
78%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$2.27M
Win %
78%
This Month
Compared to last month
Gain
-1.43%
Profit
-$5.04M
Win %
78%
This Year
Compared to last year
Gain
13.01%
Profit
$40.05M
Win %
78%
DLR Digital Realty Trust, Inc.
+11.01%
+$22,562.82 
VZ Verizon Communications Inc.
+5.84%
+$14,279.68 
T AT&T Inc.
+5.1%
+$26,716.95 
S SentinelOne Inc.
+4.37%
+$14,693.08 
Z Zillow Group Inc.
+3.99%
+$6,027.44 
IBM International Business Machines Corporation
+3.65%
+$12,101.72 
AAPL Apple Inc.
+3.53%
+$805,458.08 
COKE Coca-Cola Consolidated Inc.
+3.51%
+$70,205.9 
G Genpact Ltd.
+2.93%
+$6,024.41 
TRV The Travelers Companies, Inc.
+2.89%
+$13,470.94 
MSI Motorola Solutions, Inc.
+2.66%
+$6,864.35 
GT The Goodyear Tire & Rubber Company
+2.56%
+$2,525.94 
HD The Home Depot, Inc.
+2.55%
+$17,788.81 
DIS The Walt Disney Company
+2.18%
+$7,431.58 
L Loews Corporation
+1.96%
+$6,033.66 
J Jacobs Solutions Inc.
+1.94%
+$5,056 
H Hyatt Hotels Corporation
+1.91%
+$6,005.61 
W Wayfair Inc.
+1.81%
+$4,162.5 
MMM 3M Company
+1.79%
+$13,519.86 
MA Mastercard Incorporated
+1.77%
+$4,506.97 
NFLX Netflix, Inc.
+1.74%
+$9,939.57 
LPLA LPL Financial Holdings Inc.
+1.66%
+$46,596.18 
JNJ Johnson & Johnson
+1.59%
+$13,211.87 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.56%
+$24,044.44 
F Ford Motor Company
+1.55%
+$4,655.86 
O Realty Income Corporation
+1.36%
+$4,064.72 
KO The Coca-Cola Company
+1.33%
+$12,413.52 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.29%
+$200,671.45 
BAC Bank of America Corporation
+1.26%
+$4,358.96 
CSCO Cisco Systems, Inc.
+1.25%
+$25,487.16 
V Visa Inc. Class A
+1.18%
+$12,941.58 
GAB Gabelli Equity Trust Inc.
+1.09%
+$5,356.8 
PSLV Sprott Physical Silver Trust
+1.08%
+$16,035.8 
SIVR abrdn Physical Silver Shares ETF
+1.02%
+$2,261.84 
WMT Walmart Inc.
+0.99%
+$8,686.26 
PM Philip Morris International Inc.
+0.98%
+$2,613.2 
COST Costco Wholesale Corporation
+0.97%
+$9,167.37 
JPM JPMorgan Chase & Co.
+0.95%
+$9,268 
LLY Eli Lilly and Company
+0.86%
+$21,783.1 
PID Invesco International Dividend Achievers ETF
+0.84%
+$2,359.04 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$11,550.48 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.8%
+$3,500.37 
E Eni S.p.A. Sponsored ADR
+0.79%
+$2,829.82 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$2,610.32 
MCD McDonald's Corporation
+0.75%
+$2,171.7 
RAFE PIMCO RAFI ESG U.S. ETF
+0.73%
+$4,046.35 
USA Liberty All Star Equity Fund
+0.71%
+$6,286.32 
MOAT VanEck Morningstar Wide Moat Fund
+0.67%
+$3,175.9 
GOOGL Alphabet Inc
+0.65%
+$9,067.11 
IGD Voya Global Equity Dividend Fund
+0.63%
+$942 
WM Waste Management, Inc.
+0.62%
+$1,297.96 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.58%
+$9,253.95 
WTFC Wintrust Financial Corporation
+0.56%
+$1,392.85 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.53%
+$1,927.17 
VTV Vanguard Value ETF
+0.53%
+$1,214.52 
PRF Invesco FTSE RAFI US 1000 ETF
+0.52%
+$118,915.44 
GOF Guggenheim Strategic Opportunities Fund
+0.48%
+$6,897.3 
FMDE Fidelity Enhanced Mid Cap ETF
+0.47%
+$11,650.04 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.46%
+$3,555.2 
MRK Merck & Co., Inc.
+0.45%
+$2,598.39 
RDVY First Trust Rising Dividend Achievers ETF
+0.41%
+$6,310.26 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$2,443.65 
JHMM John Hancock Multifactor Mid Cap ETF
+0.39%
+$13,562.14 
FTMU Franklin Municipal Income ETF
+0.39%
+$939.45 
FTNY Franklin New York Municipal Income ETF
+0.39%
+$790.89 
PG Procter & Gamble Co
+0.3%
+$2,800.6 
TT Trane Technologies plc
+0.27%
+$744.96 
GOOG Alphabet Inc
+0.24%
+$3,065.23 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.24%
+$15,524.82 
C Citigroup Inc.
+0.23%
+$1,085.62 
FTMA Franklin Massachusetts Municipal Income ETF
+0.22%
+$281.54 
M Macy's Inc.
+0.21%
+$655.15 
CVX Chevron Corporation
+0.19%
+$550.55 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
+0.17%
+$1,427.26 
JBND JPMorgan Active Bond ETF
+0.15%
+$7,076.48 
MUSI American Century Multisector Income ETF
+0.13%
+$326.89 
PHYS Sprott Physical Gold Trust
+0.13%
+$1,633.64 
ETR Entergy Corporation
+0.13%
+$330.75 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.11%
+$565.8 
IAU iShares Gold Trust
+0.1%
+$202 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$1,247.25 
BAR GraniteShares Gold Trust
+0.1%
+$585.44 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.09%
+$540.38 
EVTR Eaton Vance Total Return Fund
+0.08%
+$3,285.64 
PYLD PIMCO Multisector Bond Active ETF
+0.08%
+$10,195.12 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$141.97 
USFR WisdomTree Floating Rate Treasury Fund
+0.06%
+$800.58 
FTNJ Franklin New Jersey Municipal Income ETF
+0.06%
+$75.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$6,129.45 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.05%
+$112.39 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.04%
+$811.61 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$347.14 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$97.18 
XOM Exxon Mobil Corporation
+0.03%
+$277.45 
MSFT Microsoft Corp.
+0.03%
+$2,285.42 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.03%
+$110.14 
PREF Principal Spectrum Preferred Securities Active ETF
+0.03%
+$83.53 
FMNY First Trust New York Municipal High Income ETF
+0.02%
+$763.52 
CGCP Capital Group Core Plus Income ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FTCA Franklin California Municipal Income ETF
0%
$0 
GABRT
0%
$0 
MFSB
0%
$0 
NYM
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
MU Micron Technology, Inc.
-6.99%
-$999,075.64 
WDC Western Digital Corporation
-6.9%
-$62,524 
QBTS D-Wave Quantum Inc.
-5.21%
-$35,600 
VRT Vertiv Holdings Co
-4.5%
-$12,462.5 
ORCL Oracle Corporation
-4.21%
-$21,487.75 
AMD Advanced Micro Devices, Inc.
-3.29%
-$181,639.76 
AVGO Broadcom Inc.
-2.69%
-$48,382.25 
ETN Eaton Corporation plc
-2.66%
-$6,636 
Q Qnity Electronics Inc.
-2.6%
-$9,853.21 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.47%
-$6,769.35 
XNTK SPDR NYSE Technology ETF
-2.37%
-$10,036.62 
TSLA Tesla, Inc.
-2.08%
-$12,567.42 
PFE Pfizer Inc.
-1.88%
-$4,547.25 
META Meta Platforms Inc Class A
-1.8%
-$25,322.05 
NEM Newmont Corporation
-1.61%
-$3,024.81 
TRGP Targa Resources Corp.
-1.49%
-$3,910 
GS The Goldman Sachs Group, Inc.
-1.25%
-$4,020.02 
GILD Gilead Sciences Inc.
-1.18%
-$2,670.65 
ZAP Global X U.S. Electrification ETF
-1.15%
-$57,794.1 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$8,498.57 
U Unity Software Inc.
-1.11%
-$4,379.84 
CGXU Capital Group International Focus Equity ETF
-1.07%
-$53,834.04 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.97%
-$29,309.97 
NVDA NVIDIA Corporation
-0.92%
-$107,200.72 
EZBC Franklin Bitcoin ETF
-0.91%
-$3,072.92 
CGGR Capital Group Growth ETF
-0.87%
-$85,784.4 
A Agilent Technologies Inc.
-0.84%
-$2,373.93 
VONG Vanguard Russell 1000 Growth Fund
-0.79%
-$7,441.84 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$163,477.28 
RAAX VanEck Real Assets ETF
-0.79%
-$14,903.04 
QGRW WisdomTree U.S. Quality Growth Fund
-0.72%
-$108,638.2 
NULG Nuveen ESG Large-Cap Growth ETF
-0.69%
-$2,434.38 
HGER Harbor Commodity All-Weather Fund
-0.67%
-$18,672.06 
AMZN Amazon.com Inc
-0.66%
-$27,515.6 
CAT Caterpillar Inc.
-0.65%
-$1,853.39 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.6%
-$45,824.28 
D Dominion Energy, Inc.
-0.5%
-$1,575.73 
CEG Constellation Energy Corporation
-0.45%
-$1,323.75 
PLTR Palantir Technologies Inc.
-0.36%
-$1,169.55 
MS Morgan Stanley
-0.33%
-$1,768.17 
IWM iShares Russell 2000 ETF
-0.32%
-$1,285.22 
ET Energy Transfer L.P.
-0.29%
-$1,578.12 
PPLT abrdn Physical Platinum Shares ETF
-0.21%
-$387.3 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.16%
-$35,098.52 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$448.15 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.12%
-$319.56 
R Ryder System Inc.
-0.09%
-$294.18 
NUSC Nuveen ESG Small-Cap ETF
-0.08%
-$192.16 
OKE ONEOK, Inc.
-0.07%
-$465.57 
TMB Thornburg Multi-Sector Bond ETF
-0.04%
-$1,496.81 
CRUX Columbia Core Bond ETF
-0.03%
-$3,274.4 
RAVI FlexShares Ultra-Short Income Fund
-0.01%
-$15.6 
PSC Principal U.S. Small-Cap ETF
-0.01%
-$193.33 Events
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Dividends
Dividend Analysis
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| Trades 1643 | Longs Won 1111/1643 67% | Profit Factor 8.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $415,583.11 |
| Average Win $113,051.6 | Best Trade (Jul 27) $7.44M | Sharpe Ratio -12.27 |
| Average Loss -$28,493.12 | Worst Trade (Jun 30) -$1.56M | Z-Score 6.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3d | Expectancy $67,223.78 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
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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 - $4.19M, State Street SPDR Portfolio S&P 500 ETF - $3.76M, New York Life Investments FTSE International Equity Currency Neutral ETF - $2.93M, SPDR Portfolio S&P 500 Growth ETF - $2.6M, and John Hancock Multifactor Mid Cap ETF - $2.47M. 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: Super Micro Computer Inc - $1.39M, Apple Inc - $651,310.52, Advanced Micro Devices, Inc - $378,352.47, Pfizer Inc - $341,672.1, and The Walt Disney Company - $327,884.91. 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 $15.17M 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 - $1.2M, PIMCO Multisector Bond Active ETF - $790,238.92, JPMorgan Nasdaq Equity Premium Income ETF - $646,085.14, and First Trust TCW Opportunistic Fixed Income Fund - $568,007.34. 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.
