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
$215M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.7M
3
+$1.54M
4
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$1.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.32M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$1.09M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$956K

Sector Composition

1 Technology 10.17%
2 Consumer Discretionary 2.8%
3 Communication Services 2.1%
4 Healthcare 1.96%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.57%
25,983
+259
27
$2.89M 1.34%
104,034
+18,294
28
$2.85M 1.32%
56,791
+25,520
29
$2.61M 1.21%
7,663
+136
30
$2.52M 1.17%
13,586
-3,062
31
$2.46M 1.14%
72,913
+11,387
32
$2.34M 1.09%
120,537
-22,026
33
$2.23M 1.04%
92,060
-10,330
34
$2.21M 1.03%
20,750
+177
35
$2.12M 0.99%
121,641
+57,303
36
$2.08M 0.97%
110,792
+58,776
37
$2.07M 0.96%
50,762
+2,529
38
$1.82M 0.85%
14,274
+226
39
$1.76M 0.82%
73,200
+1,770
40
$1.51M 0.7%
3,541
+171
41
$1.27M 0.59%
4,853
+17
42
$1.2M 0.56%
13,890
+220
43
$1.02M 0.48%
35,631
+367
44
$905K 0.42%
3,625
-4
45
$887K 0.41%
+17,998
46
$765K 0.36%
2,463
-59
47
$758K 0.35%
1,577
+176
48
$721K 0.34%
1,339
+32
49
$709K 0.33%
13,530
+1,647
50
$696K 0.32%
+8,619
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2
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