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
$278M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.38M
3
+$5.24M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.77M
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$4.17M

Top Sells

1
+$5.8M
2
+$5.39M
3
+$4.92M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.48M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$4.15M

Sector Composition

1 Technology 10.33%
2 Consumer Discretionary 2.77%
3 Communication Services 2.15%
4 Financials 1.83%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.49%
27,557
+14,424
52
$1.35M 0.49%
9,156
+175
53
$1.34M 0.48%
21,057
-537
54
$1.24M 0.45%
39,017
+812
55
$1.23M 0.44%
12,214
+886
56
$1.17M 0.42%
16,909
+13,635
57
$1.17M 0.42%
4,188
+294
58
$1.08M 0.39%
17,868
+684
59
$1.01M 0.36%
29,170
-1,850
60
$1.01M 0.36%
11,290
-1,462
61
$958K 0.34%
4,781
+490
62
$852K 0.31%
4,849
+15
63
$837K 0.3%
1,692
+6
64
$826K 0.3%
+33,454
65
$811K 0.29%
11,214
+89
66
$789K 0.28%
8,357
-4,388
67
$755K 0.27%
33,219
+790
68
$748K 0.27%
32,691
+14,895
69
$740K 0.27%
11,331
+5,238
70
$698K 0.25%
4,214
+84
71
$681K 0.25%
27,331
-863
72
$660K 0.24%
+11,574
73
$659K 0.24%
3,202
-112
74
$630K 0.23%
10,332
-253
75
$594K 0.21%
3,054
-40
1 2
3
4 5