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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.44M
3
+$1.39M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.37M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$1.19M

Top Sells

1
+$2.23M
2
+$1.47M
3
+$1.11M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$905K
5
RFEU icon
First Trust RiverFront Dynamic Europe ETF
RFEU
+$798K

Sector Composition

1 Technology 7.75%
2 Consumer Discretionary 2.86%
3 Communication Services 1.93%
4 Financials 1.78%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.19%
5,036
-550
77
$267K 0.18%
+519
78
$265K 0.18%
+1,832
79
$239K 0.16%
7,268
-482
80
$225K 0.15%
2,347
+15
81
$212K 0.15%
2,193
-114
82
$208K 0.14%
2,242
+165
83
$206K 0.14%
1,134
-4,984
84
$116K 0.08%
16,634
+239
85
$2K ﹤0.01%
550
86
– –
-1,261
87
– –
-5,827
88
– –
-2,002
89
– –
-8,988
90
– –
-49
91
– –
-8,284
92
– –
-745
93
– –
-7,051
1 2 3
4