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
$244M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.67M
3
+$1.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M

Top Sells

1
+$1.2M
2
+$1.08M
3
+$1.04M
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$707K
5
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$488K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 2.86%
3 Communication Services 2.21%
4 Healthcare 1.76%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.43%
48,063
+5,222
27
$3.39M 1.39%
9,013
+509
28
$3.17M 1.3%
130,704
+8,546
29
$3.11M 1.27%
57,833
-8,756
30
$2.66M 1.09%
55,324
+2,971
31
$2.42M 0.99%
57,551
+13,446
32
$2.36M 0.97%
45,429
-8,457
33
$2.31M 0.95%
20,102
-896
34
$2.2M 0.9%
14,934
+416
35
$2.17M 0.89%
115,233
-1,425
36
$2.01M 0.82%
96,816
+4,324
37
$1.79M 0.73%
16,010
+1,940
38
$1.67M 0.68%
+39,678
39
$1.58M 0.64%
22,434
-6,725
40
$1.55M 0.64%
3,354
-522
41
$1.28M 0.52%
21,594
+1,254
42
$1.22M 0.5%
8,981
-2,041
43
$1.2M 0.49%
4,834
+5
44
$1.16M 0.47%
1,758
+457
45
$1.09M 0.45%
38,205
+1,064
46
$1.08M 0.44%
12,752
-5,761
47
$1.07M 0.44%
12,745
-3,493
48
$1.06M 0.43%
31,020
-7,247
49
$1.05M 0.43%
+6,052
50
$1.01M 0.41%
3,894
+264
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