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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.44M
3
+$1.39M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.37M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$1.19M

Top Sells

1
+$2.23M
2
+$1.47M
3
+$1.11M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$905K
5
RFEU icon
First Trust RiverFront Dynamic Europe ETF
RFEU
+$798K

Sector Composition

1 Technology 7.75%
2 Consumer Discretionary 2.86%
3 Communication Services 1.93%
4 Financials 1.78%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 1.22%
122,548
+23,744
27
$1.64M 1.13%
28,738
-13,962
28
$1.6M 1.1%
105,620
+4,160
29
$1.48M 1.02%
31,262
-8,142
30
$1.44M 0.99%
32,714
+24,365
31
$1.44M 0.98%
+96,492
32
$1.41M 0.97%
41,869
+4,969
33
$1.34M 0.92%
46,810
-1,410
34
$1.21M 0.83%
51,503
+3,163
35
$1.19M 0.82%
+38,690
36
$1.08M 0.74%
45,165
+35,202
37
$1.05M 0.72%
+29,864
38
$951K 0.65%
17,473
-2,309
39
$877K 0.6%
11,307
-3,597
40
$838K 0.57%
3,728
+399
41
$810K 0.56%
+30,283
42
$807K 0.55%
3,751
+5
43
$794K 0.54%
6,816
-1,311
44
$775K 0.53%
6,882
+146
45
$765K 0.52%
16,915
+3,965
46
$738K 0.51%
7,018
-910
47
$730K 0.5%
3,252
+153
48
$719K 0.49%
1,323
-18
49
$699K 0.48%
2,271
+8
50
$661K 0.45%
+14,874
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