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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,807 | Closed | – | |||
| $0 | 0% | 0 -1,567 | Closed | – | |||
| $0 | 0% | 0 -158,073 | Closed | – | |||
| $0 | 0% | 0 -38,780 | Closed | – | |||
| $0 | 0% | 0 -541 | Closed | – | |||
| $0 | 0% | 0 -16,691 | Closed | – | |||
| $0 | 0% | 0 -2,621 | Closed | – | |||
| $0 | 0% | 0 -208,689 | Closed | – | |||
| $0 | 0% | 0 -54,247 | Closed | – | |||
| $0 | 0% | 0 -573 | Closed | – | |||
| $0 | 0% | 0 -2,015 | Closed | – | |||
| $0 | 0% | 0 -4,725 | Closed | – | |||
| $0 | 0% | 0 -2,240 | Closed | – | |||
| $0 | 0% | 0 -35,330 | Closed | – | |||
| $0 | 0% | 0 -1,397 | Closed | – | |||
| $0 | 0% | 0 -1,873 | Closed | – | |||
| $0 | 0% | 0 -20,986 | Closed | – | |||
| $0 | 0% | 0 -25,240 | Closed | – | |||
| $0 | 0% | 0 -8,049 | Closed | – | |||
| $0 | 0% | 0 -38,973 | Closed | – | |||
| $0 | 0% | 0 -2,866 | Closed | – | |||
| $0 | 0% | 0 -11,450 | Closed | – | |||
| $0 | 0% | 0 -15,564 | Closed | – | |||
| $0 | 0% | 0 -3,814 | Closed | – | |||
| $0 | 0% | 0 -4,799 | Closed | – |
