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
$209M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.64M
3
+$6.15M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$5.68M

Top Sells

1
+$8.56M
2
+$8.52M
3
+$8.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$7.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.69M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 2.87%
3 Communication Services 2.4%
4 Healthcare 1.65%
5 Financials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.41%
15,882
+2,352
52
$837K 0.4%
1,661
+84
53
$835K 0.4%
3,630
+1,668
54
$735K 0.35%
1,301
-38
55
$679K 0.33%
+27,466
56
$675K 0.32%
12,296
+1,160
57
$674K 0.32%
+10,246
58
$646K 0.31%
3,229
-396
59
$632K 0.3%
4,175
+522
60
$611K 0.29%
4,216
+24
61
$583K 0.28%
9,848
-1,150
62
$579K 0.28%
+11,316
63
$555K 0.27%
+9,004
64
$549K 0.26%
12,377
+1,300
65
$533K 0.26%
10,796
-834
66
$529K 0.25%
33,847
+46
67
$526K 0.25%
3,095
+364
68
$519K 0.25%
15,649
-57,264
69
$497K 0.24%
2,896
-284
70
$460K 0.22%
909
-78
71
$460K 0.22%
+4,674
72
$454K 0.22%
+5,930
73
$443K 0.21%
5,931
-2,678
74
$431K 0.21%
3,663
75
$428K 0.21%
12,931
+212
1 2
3
4 5