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
$191M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.36M
3
+$3.71M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$3.25M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$3.15M

Top Sells

1
+$4.9M
2
+$4.58M
3
+$4.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.26M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$3.88M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 2.52%
3 Healthcare 2.06%
4 Communication Services 1.95%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$788K 0.41%
15,048
+5,041
52
$780K 0.41%
10,966
-1,466
53
$754K 0.39%
10,090
-2,868
54
$744K 0.39%
2,522
+1,108
55
$700K 0.37%
14,012
+4,127
56
$662K 0.35%
1,401
+21
57
$662K 0.35%
11,276
-721
58
$649K 0.34%
1,307
+22
59
$626K 0.33%
11,545
+624
60
$623K 0.33%
26,508
-67,353
61
$617K 0.32%
33,669
+1,667
62
$584K 0.31%
+11,883
63
$562K 0.29%
+2,543
64
$542K 0.28%
940
-4
65
$541K 0.28%
11,467
-1,021
66
$537K 0.28%
10,106
+5,213
67
$525K 0.27%
13,993
-15,297
68
$514K 0.27%
2,150
+58
69
$482K 0.25%
+9,228
70
$475K 0.25%
2,980
-1,217
71
$465K 0.24%
+12,269
72
$460K 0.24%
9,204
-286
73
$444K 0.23%
+1,153
74
$416K 0.22%
+4,477
75
$410K 0.21%
+3,054
1 2
3
4 5