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
$209M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.64M
3
+$6.15M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$5.68M

Top Sells

1
+$8.56M
2
+$8.52M
3
+$8.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$7.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.69M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 2.87%
3 Communication Services 2.4%
4 Healthcare 1.65%
5 Financials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.48%
114,260
+10,226
27
$2.93M 1.4%
122,158
+48,958
28
$2.81M 1.35%
+42,841
29
$2.69M 1.29%
8,504
+841
30
$2.66M 1.28%
53,886
-173,137
31
$2.18M 1.05%
52,353
+1,591
32
$2.17M 1.04%
20,998
+248
33
$1.97M 0.94%
116,658
-4,983
34
$1.85M 0.89%
29,159
-134,241
35
$1.76M 0.84%
74,625
-198,711
36
$1.71M 0.82%
+44,105
37
$1.7M 0.82%
14,518
+244
38
$1.69M 0.81%
3,876
+335
39
$1.68M 0.81%
92,492
-18,300
40
$1.52M 0.73%
54,624
-290,643
41
$1.47M 0.7%
16,238
-25,947
42
$1.42M 0.68%
11,022
-24,236
43
$1.38M 0.66%
18,513
-44,196
44
$1.29M 0.62%
3,844
-6,859
45
$1.25M 0.6%
38,267
-222,392
46
$1.21M 0.58%
4,829
-24
47
$1.17M 0.56%
14,070
+180
48
$1.06M 0.51%
20,340
+8,695
49
$918K 0.44%
37,141
+1,510
50
$882K 0.42%
31,598
-115,784
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