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
$326M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.38%
2 Consumer Discretionary 2.52%
3 Communication Services 2%
4 Financials 1.86%
5 Healthcare 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LLY icon
51
Eli Lilly
LLY
$719B
$1.49M 0.46%
1,684
+119
XLV icon
52
Health Care Select Sector SPDR Fund
XLV
$35.7B
$1.48M 0.45%
9,594
+99
EVTR icon
53
Eaton Vance Total Return Bond ETF
EVTR
$3.16B
$1.47M 0.45%
+28,474
QWLD icon
54
SPDR MSCI World StrategicFactors ETF
QWLD
$173M
$1.45M 0.45%
11,263
-13,355
CWS icon
55
AdvisorShares Focused Equity ETF
CWS
$189M
$1.44M 0.44%
20,986
-1,178
KIE icon
56
SPDR S&P Insurance ETF
KIE
$737M
$1.3M 0.4%
22,873
-72,305
TSLA icon
57
Tesla
TSLA
$1.48T
$1.29M 0.4%
4,920
+176
JEPQ icon
58
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.9B
$1.27M 0.39%
23,057
+9,917
BOTZ icon
59
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.13B
$1.25M 0.38%
38,780
-368
META icon
60
Meta Platforms (Facebook)
META
$1.83T
$1.15M 0.35%
2,006
+119
GLD icon
61
SPDR Gold Trust
GLD
$139B
$986K 0.3%
4,056
+545
ETN icon
62
Eaton
ETN
$147B
$950K 0.29%
2,866
+930
SDVY icon
63
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.75B
$875K 0.27%
+24,051
JULJ icon
64
Innovator Premium Income 30 Barrier ETF July
JULJ
$18.7M
$839K 0.26%
33,649
+6,666
FCX icon
65
Freeport-McMoran
FCX
$60.5B
$777K 0.24%
15,564
-187
XLC icon
66
The Communication Services Select Sector SPDR Fund
XLC
$27.8B
$756K 0.23%
8,360
-32,543
V icon
67
Visa
V
$666B
$750K 0.23%
2,727
-123
JANJ icon
68
Innovator Premium Income 30 Barrier ETF January
JANJ
$16.1M
$734K 0.23%
29,685
-828
INDA icon
69
iShares MSCI India ETF
INDA
$9.62B
$731K 0.22%
+12,488
IRM icon
70
Iron Mountain
IRM
$31.2B
$722K 0.22%
6,075
+75
XLE icon
71
Energy Select Sector SPDR Fund
XLE
$26B
$721K 0.22%
8,211
-272
QQEW icon
72
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.94B
$718K 0.22%
5,727
-6,210
FI icon
73
Fiserv
FI
$67.6B
$685K 0.21%
3,814
+287
BTC
74
Grayscale Bitcoin Mini Trust ETF
BTC
$4.84B
$637K 0.2%
+22,641
ET icon
75
Energy Transfer Partners
ET
$57B
$626K 0.19%
38,973
+11,073