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:
107.91%
Gain -0.25%
Monthly
1.22%
Yearly
15.68%
Drawdown
22.92%
$357.59M
Equity
Holdings
$357.59M
Investment
$264.65M
$106.16M
Profit -$416,309.39
Realized
$13.21M
Unrealized
$92.94M
Dividends
$17.19M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$416,309.39
Win %
76%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$498,665.05
Win %
76%
This Month
Compared to last month
Gain
-0.7%
Profit
-$2.52M
Win %
76%
This Year
Compared to last year
Gain
0.15%
Profit
$530,899.84
Win %
77%
TRGP Targa Resources Corp.
+4.55%
+$12,173.69 
S Safe & Green Holdings Corp.
+4.42%
+$15,793.64 
E Eni S.p.A. Sponsored ADR
+4.23%
+$12,612.6 
MU Micron Technology Inc.
+3.22%
+$388,793.55 
P Everpure Inc. Class A Common Stock
+3.21%
+$14,544.71 
OKE ONEOK, Inc.
+3.1%
+$19,412.61 
U Unity Software Inc.
+2.98%
+$12,271.2 
CVX Chevron Corporation
+2.84%
+$8,487.6 
XOM ExxonMobil Holdings Corporation
+2.79%
+$25,552.38 
AMD Advanced Micro Devices Inc.
+2.14%
+$84,099.84 
ET Energy Transfer LP
+2.12%
+$11,306.67 
INTC Intel Corporation
+1.8%
+$4,432.12 
CSCO Cisco Systems, Inc.
+1.52%
+$27,166.74 
SNDK Sandisk Corp.
+1.51%
+$2,307.47 
ORCL Oracle Corporation
+1.29%
+$6,928.74 
SOXX iShares Semiconductor ETF
+1.08%
+$1,608.82 
XNTK SPDR NYSE Technology ETF
+1.02%
+$4,048.91 
HGER Harbor Commodity All-Weather Strategy ETF
+0.99%
+$26,288.1 
AVGO Broadcom Inc.
+0.86%
+$12,460.78 
WTFC Wintrust Financial Corporation
+0.71%
+$1,658.9 
MSFT Microsoft Corporation Common Stock
+0.63%
+$61,247.11 
IYW iShares U.S. Technology ETF
+0.61%
+$1,291.32 
EMR Emerson Electric Co.
+0.58%
+$1,294.09 
IBM International Business Machines Corporation
+0.55%
+$2,224 
LRCX Lam Research Corp.
+0.51%
+$585 
DLR Digital Realty Trust Inc.
+0.42%
+$824.4 
FTMU Franklin Municipal Income ETF
+0.4%
+$2,000.13 
FTMA Franklin Massachusetts Municipal Income ETF
+0.35%
+$550.65 
QQQ Invesco QQQ Trust, Series 1
+0.34%
+$2,599.62 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.34%
+$10,217.25 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.28%
+$1,316.82 
RAAX VanEck Real Assets ETF
+0.27%
+$5,759.35 
W Wayfair Inc. Class A Common Stock
+0.24%
+$868.59 
FTNY Franklin New York Municipal Income ETF
+0.2%
+$329.65 
FTNJ Franklin New Jersey Municipal Income ETF
+0.18%
+$228.19 
FMNY First Trust New York Municipal High Income ETF
+0.17%
+$6,662.49 
CEG Constellation Energy Corporation
+0.16%
+$434.59 
CROX Crocs, Inc.
+0.11%
+$224.77 
VONG Vanguard Russell 1000 Growth ETF
+0.07%
+$688.95 
NVDA NVIDIA Corporation
+0.07%
+$7,320.75 
FTCA Franklin California Municipal Income ETF
+0.07%
+$147.58 
TBIL F/m US Treasury 3 Month Bill Fund
+0.04%
+$540.8 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.03%
+$62.62 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$412.53 
EZBC Franklin Bitcoin ETF
+0.02%
+$99.59 
XBIL F/m US Treasury 6 Month Bill ETF
+0.02%
+$48.59 
ABBV AbbVie Inc.
+0.01%
+$16.74 
IWF iShares Russell 1000 Growth ETF
0%
+$0.72 
PSC Principal U.S. Small-Cap ETF
0%
$0 NYM
NYM
0%
$0 MFSB
MFSB
0%
$0 
CRDO Credo Technology Group Holding Ltd
-6.86%
-$11,238.12 
T AT&T Inc.
-5.65%
-$32,489.94 
F Ford Motor Co.
-3.22%
-$7,175.24 
HD The Home Depot, Inc.
-2.87%
-$20,302.46 
Z Zillow Group Inc. Class C Capital Stock
-2.62%
-$6,844.99 
CAT Caterpillar Inc.
-2.46%
-$5,293.27 
COKE Coca-Cola Consolidated Inc.
-2.41%
-$56,944.67 
KO The Coca-Cola Company
-2.04%
-$22,281.64 
A AgileThought, Inc. Class A Common Stock
-1.96%
-$6,929.12 
LLY Eli Lilly and Company
-1.92%
-$53,728.64 
MA Mastercard Inc. Class A Common Stock
-1.89%
-$5,767.19 
MCD McDonald's Corporation
-1.88%
-$5,263 
PG The Procter & Gamble Company
-1.87%
-$19,264.51 
H Hyatt Hotels Corporation Class A Common Stock
-1.85%
-$4,985.62 
G Genpact Limited
-1.83%
-$6,504.03 
R Ryder System Inc.
-1.79%
-$5,497.8 
JNJ Johnson & Johnson
-1.57%
-$13,456.8 
MRK Merck & Co., Inc.
-1.53%
-$9,137.3 
MS Morgan Stanley Common Stock
-1.53%
-$7,113.51 
VZ Verizon Communications Inc.
-1.53%
-$3,901.95 
GAB Gabelli Equity Trust Inc.
-1.44%
-$6,731.93 
V Visa Inc. Class A
-1.33%
-$17,229.77 
LPLA LPL Financial Holdings Inc.
-1.28%
-$35,313.95 
ZAP Global X U.S. Electrification ETF
-1.26%
-$76,778.12 
JPM JPMorgan Chase & Co.
-1.25%
-$11,914.33 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.23%
-$2,780.53 
C Citigroup Inc.
-1.19%
-$4,761.06 
PSLV Sprott Physical Silver Trust
-1.16%
-$16,436.69 
SIVR abrdn Physical Silver Shares ETF
-1.14%
-$2,383.01 
TRV The Travelers Companies, Inc.
-1.12%
-$7,560.48 
GS The Goldman Sachs Group, Inc.
-1.06%
-$2,819.08 
MMM 3M Company
-1.04%
-$8,615.64 
PFE Pfizer Inc.
-1.04%
-$3,006.05 
L Loews Corp.
-1.03%
-$3,124.32 
COST Costco Wholesale Corp
-1.03%
-$10,170.81 
RDVY First Trust Rising Dividend Achievers ETF
-0.97%
-$15,295.93 
FLQM Franklin U.S. Mid Cap Multifactor Index ETF
-0.93%
-$130,512.35 
TT Trane Technologies plc
-0.9%
-$2,345.45 
MOAT VanEck Morningstar Wide Moat ETF
-0.89%
-$4,521.77 
WMT Walmart Inc.
-0.84%
-$8,126.34 
GLDM SPDR Gold MiniShares Trust
-0.79%
-$2,246.58 
B BARRICK MINING CORP Common Stock (ABR0)
-0.75%
-$2,727.16 
IGD Voya Global Equity Dividend and Premium Opportunity Fund
-0.71%
-$1,059.75 
RAFE PIMCO RAFI ESG U.S. ETF
-0.67%
-$3,812.76 
D Dominion Energy, Inc.
-0.66%
-$1,895.01 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.66%
-$11,105.15 
J Jacobs Solutions Inc.
-0.63%
-$1,827.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.63%
-$2,170.08 
META Meta Platforms Inc Class A
-0.63%
-$9,169.71 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.61%
-$4,803.75 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.61%
-$1,300.95 
BAR GraniteShares Gold Trust
-0.61%
-$3,512.64 
BAC Bank of America Corporation
-0.58%
-$1,671.48 
PHYS Sprott Physical Gold Trust
-0.56%
-$6,942.97 
AMZN Amazon.com Inc
-0.56%
-$25,130.92 
PID Invesco International Dividend Achievers ETF
-0.55%
-$1,552 
O Realty Income Corp.
-0.54%
-$1,357.49 
M Macy's Inc.
-0.54%
-$1,484.21 
AVDE Avantis International Equity Fund Institutional Class
-0.5%
-$1,705.68 
VTV Vanguard Morningstar Value ETF
-0.47%
-$1,119.24 
PM Philip Morris International Inc.
-0.47%
-$1,388.91 
ISCF iShares International Small-Cap Equity Factor ETF
-0.44%
-$2,288.51 
SCOP Sprott Physical Copper Trust
-0.44%
-$1,008.6 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.43%
-$7,335.84 
NFLX Netflix Inc.
-0.42%
-$2,115.55 
CGXU Capital Group International Focus Equity ETF
-0.42%
-$22,293.9 
PRF Invesco RAFI US 1000 ETF
-0.42%
-$100,508.32 
CNP CenterPoint Energy, Inc.
-0.41%
-$780.64 
JHMM John Hancock Multifactor Mid Cap ETF
-0.41%
-$13,725.9 
DIS The Walt Disney Company
-0.4%
-$1,640.25 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.39%
-$2,252.8 
IWM iShares Russell 2000 ETF
-0.38%
-$1,481.89 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.35%
-$14,741.22 
NUSC Nuveen ESG Small-Cap ETF
-0.35%
-$825.65 
BRK-B Berkshire Hathaway Inc.
-0.34%
-$6,029.16 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.34%
-$7,810.8 
TSLA Tesla, Inc.
-0.32%
-$3,804.24 
PPLT abrdn Physical Platinum Shares ETF
-0.32%
-$699.3 
ETN Eaton Corporation plc
-0.32%
-$698.99 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.32%
-$4,736.88 
GOOGL Alphabet Inc
-0.31%
-$4,411.68 
CGCP Capital Group Core Plus Income ETF
-0.3%
-$19,761.17 
FMDE Fidelity Enhanced Mid Cap Core ETF
-0.3%
-$16,673.75 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.29%
-$759.22 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.27%
-$622.08 
EWBC East West Bancorp Inc.
-0.27%
-$579.34 
WDC Western Digital Corp.
-0.26%
-$1,270.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.26%
-$27,803.78 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.25%
-$41,903.61 
SPY State Street SPDR S&P 500 ETF Trust
-0.25%
-$3,273.81 
GILD Gilead Sciences Inc.
-0.25%
-$733.59 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.24%
-$8,139.16 
GOOG Alphabet Inc
-0.24%
-$3,062.02 
NUDM Nuveen ESG International Developed Markets Equity ETF
-0.23%
-$724.23 
EVTR Eaton Vance Total Return Bond ETF
-0.22%
-$9,074.56 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.2%
-$760.76 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
-0.2%
-$1,619.32 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.2%
-$1,004.4 
VRT Vertiv Holdings Co Class A Common Stock
-0.18%
-$327.96 
AAPL Apple Inc.
-0.18%
-$44,568.75 
GOF Guggenheim Strategic Opportunities Fund
-0.17%
-$2,179.44 
JBND JPMorgan Active Bond ETF
-0.15%
-$7,751.76 
HFXI NYLI FTSE International Equity Currency Neutral ETF
-0.14%
-$28,505.45 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
-0.13%
-$563.38 
NULG Nuveen ESG Large-Cap Growth ETF
-0.12%
-$435.15 
PREF Principal Spectrum Preferred Securities Active ETF
-0.11%
-$326.88 
Q Qnity Electronics Inc.
-0.1%
-$289.3 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.09%
-$467.82 
USA Liberty All Star Equity Fund
-0.08%
-$719.4 
CGGR Capital Group Growth ETF
-0.07%
-$6,884.37 
TMB Thornburg Multi Sector Bond ETF
-0.06%
-$2,671.61 
MSI Motorola Solutions, Inc.
-0.05%
-$139.7 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.04%
-$3,282.7 
CRUX Columbia Core Bond ETF
-0.04%
-$3,518.8 
QGRW WisdomTree U.S. Quality Growth Fund
-0.01%
-$2,570.34 Events
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Dividends
Dividend Analysis
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| Trades 1789 | Longs Won 1228/1789 68% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $407,267.2 |
| Average Win $108,105.46 | Best Trade (Oct 23) $8M | Sharpe Ratio -9.79 |
| Average Loss -$47,408.25 | Worst Trade (Sep 29) -$2.25M | Z-Score 10.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m | Expectancy $59,339 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 2,032 | $265,919.85 | $346,415.36 | - | $80,495.51 | 30.27% | -1.961% |
| AAPL Apple Inc. | 70,187 | $10.96M | $24.4M | - | $13.44M | 122.67% | -0.182% |
| ABBV AbbVie Inc. | 837 | $212,857.47 | $238,720.77 | - | $25,863.3 | 12.15% | +0.007% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,205 | $213,179.4 | $210,753.9 | - | -$2,425.5 | -1.14% | -0.613% |
| AMD Advanced Micro Devices Inc. | 7,744 | $1.34M | $4.02M | - | $2.67M | 198.83% | +2.138% |
| AMZN Amazon.com Inc | 18,015 | $2.98M | $4.49M | - | $1.51M | 50.72% | -0.557% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,434 | $349,875.75 | $370,707.48 | - | $20,831.73 | 5.95% | -0.205% |
| AVDE Avantis International Equity Fund Institutional Class | 3,833 | $347,461.45 | $340,351.23 | - | -$7,110.22 | -2.05% | -0.499% |
| AVGO Broadcom Inc. | 4,472 | $805,198.65 | $1.46M | - | $652,791.41 | 81.07% | +0.862% |
| B BARRICK MINING CORP Common Stock (ABR0) | 9,404 | $310,163.38 | $360,737.44 | - | $50,574.06 | 16.31% | -0.75% |
| BAC Bank of America Corporation | 5,666 | $292,482.01 | $287,747.81 | - | -$4,734.2 | -1.62% | -0.578% |
| BAR GraniteShares Gold Trust | 14,636 | $633,808.28 | $575,926.6 | - | -$57,881.68 | -9.13% | -0.606% |
| BRK-B Berkshire Hathaway Inc. | 3,207 | $1.2M | $1.75M | - | $550,452.78 | 45.96% | -0.344% |
| C Citigroup Inc. | 3,261 | $170,182.48 | $394,744.05 | - | $224,561.57 | 131.95% | -1.192% |
| CAT Caterpillar Inc. | 305 | $216,080.3 | $209,441.97 | - | -$6,638.33 | -3.07% | -2.465% |
| CEG Constellation Energy Corporation | 1,060 | $274,869.3 | $270,957.2 | - | -$3,912.1 | -1.42% | +0.161% |
| CGCP Capital Group Core Plus Income ETF | 304,018 | $6.82M | $6.54M | - | -$279,115.16 | -4.09% | -0.301% |
| CGGR Capital Group Growth ETF | 229,479 | $9.82M | $10.59M | - | $768,692.34 | 7.83% | -0.065% |
| CGXU Capital Group International Focus Equity ETF | 165,140 | $4.82M | $5.25M | - | $422,026.14 | 8.75% | -0.423% |
| CNP CenterPoint Energy, Inc. | 4,592 | $202,231.68 | $188,409.76 | - | -$13,821.92 | -6.83% | -0.413% |
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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 RAFI US 1000 ETF - $4.28M, State Street SPDR Portfolio S&P 500 ETF - $3.86M, NYLI FTSE International Equity Currency Neutral ETF - $3.22M, State Street SPDR Portfolio S&P 500 Growth ETF - $2.67M, 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 Index Fund ETF Shares - $683,286.73, and Vanguard Morningstar Value ETF - $617,447.19. 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 $17.19M earned over time. The largest contributors to dividend income include NYLI FTSE International Equity Currency Neutral ETF - $1.75M, Invesco RAFI US 1000 ETF - $1.29M, PIMCO Multisector Bond Active Exchange-Traded Fund - $1.07M, JPMorgan Nasdaq Equity Premium Income ETF - $716,144.33, and First Trust Smith Opportunistic Fixed Income ETF - $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.
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