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
$299M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.12M
3
+$2.1M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.98M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$1.84M

Top Sells

1
+$2.26M
2
+$1.69M
3
+$1.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.55M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$1.49M

Sector Composition

1 Technology 11.69%
2 Consumer Discretionary 2.64%
3 Communication Services 2.29%
4 Healthcare 1.97%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.46%
22,164
+1,107
52
$1.31M 0.44%
19,394
+1,526
53
$1.21M 0.4%
39,148
+131
54
$1.02M 0.34%
24,560
-37,203
55
$1.02M 0.34%
2,654
+1,378
56
$956K 0.32%
16,885
-24
57
$952K 0.32%
1,887
+903
58
$939K 0.31%
4,744
-105
59
$773K 0.26%
8,483
+126
60
$765K 0.26%
15,751
+3,365
61
$755K 0.25%
3,511
+309
62
$753K 0.25%
30,513
-2,941
63
$748K 0.25%
2,850
-1,338
64
$734K 0.25%
5,139
+883
65
$729K 0.24%
13,140
+3,182
66
$698K 0.23%
9,687
-31,377
67
$675K 0.23%
4,234
+20
68
$670K 0.22%
26,983
-348
69
$628K 0.21%
10,086
-246
70
$607K 0.2%
+1,936
71
$587K 0.2%
12,207
+633
72
$583K 0.19%
24,242
-53,284
73
$578K 0.19%
6,508
-4,782
74
$557K 0.19%
24,604
-8,087
75
$544K 0.18%
10,777
-27,880
1 2
3
4 5