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
$173M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.64M
3
+$2.56M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.09M
5
FDEC icon
FT Vest US Equity Buffer ETF December
FDEC
+$1.59M

Top Sells

1
+$2.95M
2
+$2.73M
3
+$1.53M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.31M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.19M

Sector Composition

1 Technology 6.52%
2 Healthcare 2.56%
3 Consumer Discretionary 2.1%
4 Financials 1.69%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.21%
+27,950
27
$1.93M 1.11%
8,033
+30
28
$1.65M 0.95%
45,821
+4,665
29
$1.59M 0.92%
+50,068
30
$1.54M 0.89%
105,640
-3,090
31
$1.13M 0.65%
31,169
+235
32
$1.11M 0.64%
12,646
+3,358
33
$1.1M 0.64%
29,290
+11,224
34
$1.09M 0.63%
2,903
+398
35
$975K 0.56%
2,838
+42
36
$966K 0.56%
+12,958
37
$938K 0.54%
12,432
-2,664
38
$905K 0.52%
60,123
-31,356
39
$888K 0.51%
63,952
-51,560
40
$881K 0.51%
3,806
+5
41
$833K 0.48%
10,007
+5,162
42
$815K 0.47%
30,767
-10,218
43
$764K 0.44%
10,954
+2,796
44
$746K 0.43%
19,629
-1,970
45
$732K 0.42%
1,380
+29
46
$712K 0.41%
11,997
-20
47
$678K 0.39%
4,197
+187
48
$640K 0.37%
11,440
+1,460
49
$615K 0.35%
10,921
-384
50
$602K 0.35%
29,304
-21,390
1
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