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
$161M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.4M
3
+$5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.68M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.57M

Top Sells

1
+$4.38M
2
+$3.84M
3
+$3.13M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.91M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$2.7M

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.05%
3 Healthcare 2.21%
4 Communication Services 1.61%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1%
115,512
-7,036
27
$1.34M 0.83%
41,156
-713
28
$1.33M 0.83%
22,328
-21,243
29
$1.32M 0.82%
108,730
+3,110
30
$1.29M 0.8%
91,479
-5,013
31
$1.27M 0.79%
27,608
-3,654
32
$1.14M 0.71%
4,298
+1,046
33
$1.05M 0.66%
30,934
+1,070
34
$1.02M 0.64%
15,096
-28,858
35
$945K 0.59%
40,985
-116,884
36
$917K 0.57%
50,694
-94,749
37
$851K 0.53%
+2,505
38
$838K 0.52%
3,801
+50
39
$819K 0.51%
2,796
+777
40
$794K 0.49%
20,425
-112,549
41
$682K 0.42%
1,351
+832
42
$669K 0.42%
9,288
+1,946
43
$668K 0.42%
+8,158
44
$657K 0.41%
1,391
+157
45
$632K 0.39%
12,017
-5,456
46
$624K 0.39%
24,074
-148,118
47
$617K 0.38%
+18,066
48
$590K 0.37%
21,599
+60
49
$581K 0.36%
11,305
+219
50
$566K 0.35%
+23,051
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