ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
This Quarter Return
-16.2%
1 Year Return
+29.79%
3 Year Return
+31.6%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(-13%)
Cap. Flow
+$8.92M
Cap. Flow
% of AUM
6.11%
Top 10 Holdings %
Top 10 Hldgs %
43.88%
Holding
93
New
11
Increased
44
Reduced
28
Closed
8
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$2.72M |
| 2 |
Amazon
AMZN
|
$2.63M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.44M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.39M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.37M |
Top Sells
Sector Composition
| 1 | Technology | 7.75% |
| 2 | Consumer Discretionary | 2.86% |
| 3 | Communication Services | 1.93% |
| 4 | Financials | 1.78% |
| 5 | Healthcare | 1.66% |
