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
$173M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.64M
3
+$2.56M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.09M
5
FDEC icon
FT Vest US Equity Buffer ETF December
FDEC
+$1.59M

Top Sells

1
+$2.95M
2
+$2.73M
3
+$1.53M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.31M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.19M

Sector Composition

1 Technology 6.52%
2 Healthcare 2.56%
3 Consumer Discretionary 2.1%
4 Financials 1.69%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$587K 0.34%
1,285
-106
52
$580K 0.33%
12,488
-15,120
53
$552K 0.32%
8,614
-13,714
54
$535K 0.31%
4,344
+46
55
$520K 0.3%
944
-10
56
$516K 0.3%
32,002
-889
57
$511K 0.29%
7,742
+230
58
$507K 0.29%
2,092
+15
59
$494K 0.29%
9,885
+5,075
60
$448K 0.26%
9,490
-273
61
$447K 0.26%
1,414
-17
62
$438K 0.25%
1,860
-248
63
$422K 0.24%
8,323
+150
64
$413K 0.24%
4,244
-112
65
$412K 0.24%
10,814
-392
66
$400K 0.23%
+6,268
67
$400K 0.23%
+5,560
68
$389K 0.22%
3,528
+20
69
$362K 0.21%
7,072
+104
70
$362K 0.21%
2,016
+228
71
$336K 0.19%
691
+1
72
$317K 0.18%
17,802
-846
73
$297K 0.17%
7,278
+1,508
74
$287K 0.17%
+2,605
75
$284K 0.16%
2,121
+172
1 2
3
4 5