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
$244M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.67M
3
+$1.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M

Top Sells

1
+$1.2M
2
+$1.08M
3
+$1.04M
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$707K
5
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$488K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 2.86%
3 Communication Services 2.21%
4 Healthcare 1.76%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$939K 0.38%
11,328
+2,324
52
$903K 0.37%
17,184
+1,302
53
$888K 0.36%
1,686
+25
54
$828K 0.34%
+29,956
55
$812K 0.33%
32,010
-42,615
56
$765K 0.31%
11,125
-1,171
57
$730K 0.3%
4,291
+75
58
$702K 0.29%
28,194
+728
59
$662K 0.27%
32,429
-1,418
60
$651K 0.27%
+13,133
61
$634K 0.26%
3,314
+418
62
$620K 0.25%
4,130
-45
63
$596K 0.24%
10,585
+737
64
$595K 0.24%
+26,539
65
$577K 0.24%
3,094
-135
66
$549K 0.22%
12,516
+139
67
$526K 0.22%
+21,807
68
$522K 0.21%
5,460
-470
69
$505K 0.21%
9,491
-1,305
70
$485K 0.2%
+11,404
71
$477K 0.2%
15,549
-39,075
72
$464K 0.19%
1,780
-20
73
$440K 0.18%
+738
74
$422K 0.17%
12,023
-908
75
$421K 0.17%
4,932
-999
1 2
3
4 5