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
$278M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.38M
3
+$5.24M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.77M
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$4.17M

Top Sells

1
+$5.8M
2
+$5.39M
3
+$4.92M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.48M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$4.15M

Sector Composition

1 Technology 10.33%
2 Consumer Discretionary 2.77%
3 Communication Services 2.15%
4 Financials 1.83%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.22%
+44,366
27
$3.31M 1.19%
+41,313
28
$3.22M 1.16%
70,059
+12,508
29
$3.17M 1.14%
25,608
-33,475
30
$2.82M 1.02%
41,064
-49,140
31
$2.66M 0.96%
61,763
+22,085
32
$2.53M 0.91%
19,884
-218
33
$2.52M 0.91%
13,471
+7,419
34
$2.46M 0.89%
42,347
-3,082
35
$2.29M 0.82%
98,648
+1,832
36
$2.24M 0.81%
108,138
-7,095
37
$2.24M 0.81%
16,870
+860
38
$2.22M 0.8%
15,594
+660
39
$2.21M 0.8%
24,597
-64,520
40
$2.2M 0.79%
+41,872
41
$1.99M 0.72%
+16,627
42
$1.96M 0.71%
87,864
+61,325
43
$1.95M 0.7%
38,657
-97,619
44
$1.9M 0.68%
24,892
+2,458
45
$1.87M 0.67%
77,526
-53,178
46
$1.85M 0.66%
16,696
-25,661
47
$1.84M 0.66%
3,436
+82
48
$1.8M 0.65%
59,515
+29,559
49
$1.49M 0.54%
2,035
+277
50
$1.46M 0.53%
24,985
-32,848
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