ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM $2.27M
AUM
$2.27M
AUM Growth
-$324M (-99%)
Cap. Flow
-$91M
Cap. Flow % of AUM
-4,014.48%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
146
New
2
Increased
–
Reduced
5
Closed
139
Top Buys
| 1 | $355K | |
| 2 | $286K |
Top Sells
| 1 | $27M | |
| 2 | $19.5M | |
| 3 | $18.5M | |
| 4 | $13.5M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -7,457 | Closed | – | |||
| $0 | 0% | 0 -3,238 | Closed | – | |||
| $0 | 0% | 0 -157,279 | Closed | – | |||
| $0 | 0% | 0 -111,724 | Closed | – | |||
| $0 | 0% | 0 -1,680 | Closed | – | |||
| $0 | 0% | 0 -115,148 | Closed | – | |||
| $0 | 0% | 0 -4,056 | Closed | – | |||
| $0 | 0% | 0 -2,330 | Closed | – | |||
| $0 | 0% | 0 -30,105 | Closed | – | |||
| $0 | 0% | 0 -56,707 | Closed | – | |||
| $0 | 0% | 0 -580 | Closed | – | |||
| $0 | 0% | 0 -2,890 | Closed | – | |||
| $0 | 0% | 0 -90,601 | Closed | – | |||
| $0 | 0% | 0 -1,177 | Closed | – | |||
| $0 | 0% | 0 -40,844 | Closed | – | |||
| $0 | 0% | 0 -87,871 | Closed | – | |||
| $0 | 0% | 0 -76,539 | Closed | – | |||
| $0 | 0% | 0 -12,488 | Closed | – | |||
| $0 | 0% | 0 -51,422 | Closed | – | |||
| $0 | 0% | 0 -6,075 | Closed | – | |||
| $0 | 0% | 0 -38,922 | Closed | – | |||
| $0 | 0% | 0 -11,697 | Closed | – | |||
| $0 | 0% | 0 -72,026 | Closed | – | |||
| $0 | 0% | 0 -5,349 | Closed | – | |||
| $0 | 0% | 0 -6,966 | Closed | – |
