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
$178M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.14M
3
+$8.38M
4
AAPL icon
Apple
AAPL
+$8.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.71%
2 Consumer Discretionary 3.91%
3 Industrials 2.24%
4 Financials 1.98%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.15%
+742
77
$252K 0.14%
+7,485
78
$251K 0.14%
+2,321
79
$250K 0.14%
+6,248
80
$241K 0.14%
+677
81
$237K 0.13%
+15,642
82
$236K 0.13%
+4,453
83
$234K 0.13%
+2,265
84
$227K 0.13%
+7,551
85
$226K 0.13%
+2,002
86
$220K 0.12%
+1,600
87
$205K 0.12%
+3,358
88
$136K 0.08%
+16,185
1 2 3
4