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
$215M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.7M
3
+$1.54M
4
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$1.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.32M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$1.09M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$956K

Sector Composition

1 Technology 10.17%
2 Consumer Discretionary 2.8%
3 Communication Services 2.1%
4 Healthcare 1.96%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$646K 0.3%
12,542
-1,470
52
$642K 0.3%
8,609
-2,357
53
$631K 0.29%
11,136
-3,912
54
$628K 0.29%
+11,645
55
$610K 0.28%
4,192
+1,908
56
$609K 0.28%
2,731
+188
57
$601K 0.28%
3,653
+599
58
$598K 0.28%
11,630
+2,426
59
$590K 0.27%
10,998
-547
60
$580K 0.27%
1,187
+34
61
$567K 0.26%
+3,180
62
$567K 0.26%
33,801
+132
63
$554K 0.26%
10,901
+795
64
$525K 0.24%
11,254
-213
65
$524K 0.24%
2,137
-13
66
$515K 0.24%
987
+47
67
$484K 0.23%
9,358
+130
68
$479K 0.22%
4,749
+272
69
$466K 0.22%
1,962
+214
70
$460K 0.21%
11,077
-1,192
71
$425K 0.2%
+12,719
72
$423K 0.2%
2,689
+335
73
$420K 0.2%
21,906
+4,143
74
$405K 0.19%
4,542
+377
75
$393K 0.18%
3,663
+86
1 2
3
4 5