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
$299M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.12M
3
+$2.1M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.98M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$1.84M

Top Sells

1
+$2.26M
2
+$1.69M
3
+$1.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.55M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$1.49M

Sector Composition

1 Technology 11.69%
2 Consumer Discretionary 2.64%
3 Communication Services 2.29%
4 Healthcare 1.97%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.04M 1.35%
46,144
+4,831
27
$3.88M 1.3%
8,681
+85
28
$3.59M 1.2%
78,750
+8,691
29
$3.5M 1.17%
40,903
-1,681
30
$2.96M 0.99%
24,618
+7,991
31
$2.82M 0.94%
17,550
+680
32
$2.71M 0.9%
20,195
+311
33
$2.65M 0.88%
105,036
+6,388
34
$2.46M 0.82%
4,215
+779
35
$2.37M 0.79%
47,553
+19,996
36
$2.21M 0.74%
12,162
-1,309
37
$2.18M 0.73%
12,882
-2,712
38
$2.13M 0.71%
99,468
-8,670
39
$2.07M 0.69%
66,043
+6,528
40
$1.99M 0.66%
36,479
-5,868
41
$1.87M 0.62%
23,946
-946
42
$1.84M 0.61%
2,165
+130
43
$1.75M 0.58%
30,850
+5,865
44
$1.52M 0.51%
13,782
-2,914
45
$1.47M 0.49%
11,937
-13,671
46
$1.47M 0.49%
7,252
+2,471
47
$1.46M 0.49%
47,979
+37,963
48
$1.42M 0.47%
1,565
+825
49
$1.38M 0.46%
9,495
+339
50
$1.38M 0.46%
13,146
+932
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