ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM $2.27M
AUM
$2.27M
AUM Growth
-$324M (-99%)
Cap. Flow
-$91M
Cap. Flow % of AUM
-4,014.48%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
146
New
2
Increased
–
Reduced
5
Closed
139
Top Buys
| 1 | $355K | |
| 2 | $286K |
Top Sells
| 1 | $27M | |
| 2 | $19.5M | |
| 3 | $18.5M | |
| 4 | $13.5M | |
| 5 | $13.1M |
Sector Composition
| 1 | Technology | 22.5% |
| 2 | Financials | 15.67% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Healthcare | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $509K | 22.46% | 996 -52,872 | -98% | -$27M | |||
| $355K | 15.67% | 2,061 | New | +$355K | |||
| $340K | 14.99% | 1,445 -83,060 | -98% | -$19.5M | |||
| $286K | 12.61% | 2,919 | New | +$286K | |||
| $269K | 11.85% | 2,000 -97,831 | -98% | -$13.1M | |||
| $267K | 11.77% | 924 -64,054 | -99% | -$18.5M | |||
| $242K | 10.65% | 964 -53,691 | -98% | -$13.5M | |||
| $0 | 0% | 0 -6,695 | Closed | – | |||
| $0 | 0% | 0 -1,107 | Closed | – | |||
| $0 | 0% | 0 -9,594 | Closed | – | |||
| $0 | 0% | 0 -58,331 | Closed | – | |||
| $0 | 0% | 0 -55,071 | Closed | – | |||
| $0 | 0% | 0 -3,956 | Closed | – | |||
| $0 | 0% | 0 -294,245 | Closed | – | |||
| $0 | 0% | 0 -6,852 | Closed | – | |||
| $0 | 0% | 0 -28,474 | Closed | – | |||
| $0 | 0% | 0 -113,203 | Closed | – | |||
| $0 | 0% | 0 -1,687 | Closed | – | |||
| $0 | 0% | 0 -30,737 | Closed | – | |||
| $0 | 0% | 0 -1,752 | Closed | – | |||
| $0 | 0% | 0 -52,751 | Closed | – | |||
| $0 | 0% | 0 -6,974 | Closed | – | |||
| $0 | 0% | 0 -14,974 | Closed | – | |||
| $0 | 0% | 0 -15,964 | Closed | – | |||
| $0 | 0% | 0 -600 | Closed | – |
