ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM $2.27M
AUM
$2.27M
AUM Growth
-$324M (-99%)
Cap. Flow
-$91M
Cap. Flow % of AUM
-4,014.48%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
146
New
2
Increased
–
Reduced
5
Closed
139
Top Buys
| 1 | $355K | |
| 2 | $286K |
Top Sells
| 1 | $27M | |
| 2 | $19.5M | |
| 3 | $18.5M | |
| 4 | $13.5M | |
| 5 | $13.1M |
Sector Composition
| 1 | Technology | 22.5% |
| 2 | Financials | 15.67% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Healthcare | 0% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -29,685 | Closed | – | |||
| $0 | 0% | 0 -5,732 | Closed | – | |||
| $0 | 0% | 0 -163,220 | Closed | – | |||
| $0 | 0% | 0 -23,057 | Closed | – | |||
| $0 | 0% | 0 -33,911 | Closed | – | |||
| $0 | 0% | 0 -7,714 | Closed | – | |||
| $0 | 0% | 0 -5,885 | Closed | – | |||
| $0 | 0% | 0 -5,067 | Closed | – | |||
| $0 | 0% | 0 -33,649 | Closed | – | |||
| $0 | 0% | 0 -47,773 | Closed | – | |||
| $0 | 0% | 0 -22,873 | Closed | – | |||
| $0 | 0% | 0 -14,552 | Closed | – | |||
| $0 | 0% | 0 -1,684 | Closed | – | |||
| $0 | 0% | 0 -725 | Closed | – | |||
| $0 | 0% | 0 -5,332 | Closed | – | |||
| $0 | 0% | 0 -4,361 | Closed | – | |||
| $0 | 0% | 0 -5,019 | Closed | – | |||
| $0 | 0% | 0 -2,006 | Closed | – | |||
| $0 | 0% | 0 -4,463 | Closed | – | |||
| $0 | 0% | 0 -8,829 | Closed | – | |||
| $0 | 0% | 0 -45,645 | Closed | – | |||
| $0 | 0% | 0 -5,249 | Closed | – | |||
| $0 | 0% | 0 -2,108 | Closed | – | |||
| $0 | 0% | 0 -18,260 | Closed | – | |||
| $0 | 0% | 0 -7,601 | Closed | – |
