ZIMP

Zimmermann Investment Management & Planning Portfolio holdings

AUM $2.27M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.94M
3
+$2.13M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.4M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.28M

Top Sells

1
+$3.24M
2
+$3.1M
3
+$2.63M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.11M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.91M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 3.48%
3 Communication Services 2.07%
4 Financials 1.75%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.14%
8,284
+733
77
$219K 0.13%
49
-49
78
$210K 0.12%
2,077
-188
79
$209K 0.12%
745
+3
80
$208K 0.12%
2,002
81
$136K 0.08%
16,395
+210
82
$4K ﹤0.01%
+550
83
– –
-1,177
84
– –
-6,363
85
– –
-5,506
86
– –
-5,174
87
– –
-18,860
88
– –
-1,991
89
– –
-9,053
90
– –
-1,600
91
– –
-7,036
92
– –
-21,840
93
– –
-4,453
94
– –
-6,248
95
– –
-6,103
96
– –
-15,642
97
– –
-1,326
98
– –
-10,455
99
– –
-6,730
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4