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
$161M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.4M
3
+$5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.68M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.57M

Top Sells

1
+$4.38M
2
+$3.84M
3
+$3.13M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.91M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$2.7M

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.05%
3 Healthcare 2.21%
4 Communication Services 1.61%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.34%
20,880
-119,379
52
$538K 0.34%
+4,010
53
$484K 0.3%
954
-369
54
$483K 0.3%
2,108
-1,620
55
$443K 0.28%
9,980
+90
56
$443K 0.28%
32,891
+2,942
57
$437K 0.27%
+9,763
58
$423K 0.26%
+2,077
59
$419K 0.26%
+7,512
60
$411K 0.26%
10,953
-44,987
61
$399K 0.25%
14,840
-31,970
62
$395K 0.25%
1,431
-62
63
$376K 0.23%
+8,173
64
$372K 0.23%
11,604
-61,656
65
$357K 0.22%
4,356
+561
66
$350K 0.22%
1,218
-1,053
67
$348K 0.22%
+4,845
68
$345K 0.21%
16,811
-6,306
69
$319K 0.2%
+11,206
70
$306K 0.19%
3,508
71
$305K 0.19%
+6,968
72
$297K 0.18%
18,648
-89,724
73
$282K 0.18%
7,199
74
$268K 0.17%
5,324
-2,198
75
$267K 0.17%
690
+5
1 2
3
4 5