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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.44M
3
+$1.39M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.37M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$1.19M

Top Sells

1
+$2.23M
2
+$1.47M
3
+$1.11M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$905K
5
RFEU icon
First Trust RiverFront Dynamic Europe ETF
RFEU
+$798K

Sector Composition

1 Technology 7.75%
2 Consumer Discretionary 2.86%
3 Communication Services 1.93%
4 Financials 1.78%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.43%
21,539
+550
52
$608K 0.42%
11,086
+1,389
53
$600K 0.41%
2,019
+62
54
$591K 0.41%
1,234
+60
55
$561K 0.38%
7,370
+603
56
$542K 0.37%
+31,671
57
$525K 0.36%
+7,342
58
$513K 0.35%
8,450
-12,475
59
$503K 0.34%
3,562
+900
60
$491K 0.34%
+8,562
61
$490K 0.34%
23,117
-35,224
62
$480K 0.33%
9,890
-390
63
$474K 0.32%
2,090
+153
64
$460K 0.32%
29,949
+1,058
65
$409K 0.28%
1,493
+114
66
$391K 0.27%
7,522
-1,374
67
$390K 0.27%
1,939
-979
68
$345K 0.24%
3,795
+43
69
$330K 0.23%
901
-124
70
$325K 0.22%
1,650
-61
71
$323K 0.22%
4,898
-6,168
72
$300K 0.21%
3,508
+150
73
$295K 0.2%
685
+4
74
$293K 0.2%
+1,147
75
$291K 0.2%
7,199
1 2
3
4