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
$169M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.01M
3
+$2.21M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.51M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.26M

Top Sells

1
+$3.29M
2
+$3.14M
3
+$2.58M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.11M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.88M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 3.48%
3 Communication Services 2.07%
4 Financials 1.75%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$661K 0.39%
2,918
-306
52
$647K 0.38%
10,280
53
$646K 0.38%
1,957
+36
54
$593K 0.35%
5,827
-893
55
$591K 0.35%
6,767
+399
56
$572K 0.34%
8,896
-5,184
57
$565K 0.34%
+2,662
58
$535K 0.32%
9,697
+853
59
$495K 0.29%
+3,752
60
$467K 0.28%
1,025
+1
61
$448K 0.27%
1,937
+59
62
$413K 0.25%
1,379
-3
63
$393K 0.23%
+8,349
64
$380K 0.23%
1,711
-107
65
$361K 0.21%
+7,051
66
$358K 0.21%
+7,750
67
$338K 0.2%
+5,586
68
$301K 0.18%
681
+4
69
$284K 0.17%
2,307
-333
70
$279K 0.17%
7,199
-286
71
$277K 0.16%
3,358
72
$276K 0.16%
2,332
+11
73
$262K 0.16%
9,963
-963
74
$248K 0.15%
8,988
-57
75
$241K 0.14%
1,261
-100
1 2
3
4