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
$169M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.01M
3
+$2.21M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.51M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.26M

Top Sells

1
+$3.29M
2
+$3.14M
3
+$2.58M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.11M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.88M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 3.48%
3 Communication Services 2.07%
4 Financials 1.75%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.31%
+16,119
27
$1.91M 1.13%
39,404
-9,125
28
$1.85M 1.1%
98,804
+1,380
29
$1.7M 1.01%
48,220
-1,710
30
$1.48M 0.88%
36,900
+17,121
31
$1.44M 0.85%
6,118
-13,968
32
$1.38M 0.82%
48,340
+28,702
33
$1.38M 0.82%
20,925
-16,562
34
$1.37M 0.81%
58,341
-109,913
35
$1.35M 0.8%
14,904
-20,782
36
$1.28M 0.76%
8,127
-2,937
37
$1.26M 0.75%
19,782
-33,053
38
$1.2M 0.71%
23,938
+13,896
39
$1.11M 0.66%
3,099
+15
40
$1.04M 0.62%
20,989
+1,679
41
$1M 0.59%
11,066
-377
42
$931K 0.55%
+28,891
43
$918K 0.54%
6,736
+320
44
$904K 0.54%
7,928
-39
45
$866K 0.51%
3,329
+2,218
46
$812K 0.48%
3,746
+5
47
$792K 0.47%
1,341
-41
48
$785K 0.47%
2,263
-61
49
$695K 0.41%
+12,950
50
$676K 0.4%
1,174
+109
1
2
3 4