ZIMP

Zimmermann Investment Management & Planning Portfolio holdings

AUM $2.27M
1-Year Est. Return 29.79%
This Quarter Est. Return
1 Year Est. Return
+29.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.14M
3
+$8.38M
4
AAPL icon
Apple
AAPL
+$8.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.71%
2 Consumer Discretionary 3.91%
3 Industrials 2.24%
4 Financials 1.98%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.56%
+37,487
27
$2.55M 1.43%
+7,583
28
$2.45M 1.37%
+48,529
29
$2.07M 1.16%
+26,547
30
$2M 1.12%
+11,064
31
$1.99M 1.12%
+97,424
32
$1.84M 1.03%
+49,930
33
$1.19M 0.67%
+11,443
34
$1.09M 0.61%
+3,084
35
$1.03M 0.58%
+14,080
36
$1.02M 0.57%
+6,416
37
$922K 0.52%
+1,382
38
$918K 0.52%
+7,967
39
$870K 0.49%
+3,224
40
$855K 0.48%
+24,214
41
$846K 0.47%
+19,779
42
$844K 0.47%
+2,324
43
$806K 0.45%
+19,310
44
$746K 0.42%
+9,053
45
$735K 0.41%
+6,720
46
$735K 0.41%
+1,921
47
$724K 0.41%
+3,741
48
$684K 0.38%
+10,280
49
$625K 0.35%
+6,368
50
$604K 0.34%
+1,065
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