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
$178M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.14M
3
+$8.38M
4
AAPL icon
Apple
AAPL
+$8.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.71%
2 Consumer Discretionary 3.91%
3 Industrials 2.24%
4 Financials 1.98%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$595K 0.33%
+19,638
52
$581K 0.33%
+1,024
53
$579K 0.32%
+98
54
$574K 0.32%
+1,382
55
$562K 0.32%
+6,363
56
$561K 0.31%
+5,174
57
$554K 0.31%
+6,103
58
$524K 0.29%
+18,860
59
$513K 0.29%
+1,326
60
$507K 0.28%
+10,042
61
$486K 0.27%
+1,878
62
$464K 0.26%
+10,455
63
$404K 0.23%
+21,840
64
$394K 0.22%
+1,818
65
$384K 0.22%
+8,844
66
$375K 0.21%
+1,991
67
$357K 0.2%
+2,640
68
$344K 0.19%
+1,177
69
$324K 0.18%
+1,111
70
$306K 0.17%
+5,506
71
$295K 0.17%
+7,036
72
$294K 0.16%
+10,926
73
$286K 0.16%
+6,730
74
$276K 0.15%
+9,045
75
$274K 0.15%
+1,361
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