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
$191M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.36M
3
+$3.71M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$3.25M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$3.15M

Top Sells

1
+$4.9M
2
+$4.58M
3
+$4.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.26M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$3.88M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 2.52%
3 Healthcare 2.06%
4 Communication Services 1.95%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.35%
92,790
-12,850
27
$2.4M 1.25%
+85,740
28
$2.4M 1.25%
102,390
-84,218
29
$2.17M 1.13%
7,527
-506
30
$2M 1.05%
20,573
-4,592
31
$1.98M 1.03%
+61,526
32
$1.86M 0.97%
55,139
+5,071
33
$1.84M 0.96%
48,233
+2,412
34
$1.74M 0.91%
71,430
-100,470
35
$1.68M 0.88%
8,970
-23,266
36
$1.61M 0.84%
22,121
-5,829
37
$1.6M 0.83%
35,090
-85,162
38
$1.5M 0.78%
+31,271
39
$1.4M 0.73%
14,048
+3,094
40
$1.2M 0.63%
3,370
+467
41
$1.19M 0.62%
31,169
42
$1.09M 0.57%
61,388
-256,718
43
$1.04M 0.54%
64,338
+4,215
44
$1.02M 0.53%
6,852
-19,467
45
$1M 0.52%
4,836
+492
46
$923K 0.48%
3,629
-177
47
$918K 0.48%
15,149
-56,650
48
$899K 0.47%
35,264
+5,960
49
$877K 0.46%
13,670
+2,230
50
$847K 0.44%
52,016
-11,936
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