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
$2.27M
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$286K

Top Sells

1
+$27M
2
+$19.5M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$13.1M

Sector Composition

1 Technology 22.5%
2 Financials 15.67%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BINC icon
51
BlackRock Flexible Income ETF
BINC
$14.3B
– –
-158,073
BOTZ icon
52
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
– –
-38,780
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
-541
BSTP icon
54
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.4M
– –
-16,691
BSX icon
55
Boston Scientific
BSX
$145B
– –
-2,621
BUG icon
56
Global X Cybersecurity ETF
BUG
$1.02B
– –
-208,689
CALF icon
57
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.79B
– –
-54,247
CAT icon
58
Caterpillar
CAT
$283B
– –
-573
CEG icon
59
Constellation Energy
CEG
$113B
– –
-2,015
CL icon
60
Colgate-Palmolive
CL
$62.6B
– –
-4,725
COST icon
61
Costco
COST
$398B
– –
-2,240
COWZ icon
62
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
– –
-35,330
CRM icon
63
Salesforce
CRM
$248B
– –
-1,397
CRWD icon
64
CrowdStrike
CRWD
$129B
– –
-1,873
CWS icon
65
AdvisorShares Focused Equity ETF
CWS
$184M
– –
-20,986
DGRW icon
66
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
– –
-25,240
EPD icon
67
Enterprise Products Partners
EPD
$70.6B
– –
-8,049
ET icon
68
Energy Transfer Partners
ET
$57.4B
– –
-38,973
ETN icon
69
Eaton
ETN
$131B
– –
-2,866
FAUG icon
70
FT Vest US Equity Buffer ETF August
FAUG
$1.13B
– –
-11,450
FCX icon
71
Freeport-McMoran
FCX
$65.1B
– –
-15,564
FISV
72
Fiserv Inc
FISV
$35.6B
– –
-3,814
FJUL icon
73
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
– –
-4,799
FJUN icon
74
FT Vest US Equity Buffer ETF June
FJUN
$1.07B
– –
-7,457
FNDB icon
75
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
– –
-9,714
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