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
$161M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.4M
3
+$5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.68M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.57M

Top Sells

1
+$4.38M
2
+$3.84M
3
+$3.13M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.91M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$2.7M

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.05%
3 Healthcare 2.21%
4 Communication Services 1.61%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$260K 0.16%
+3,680
77
$257K 0.16%
1,788
-44
78
$252K 0.16%
+7,773
79
$247K 0.15%
1,151
+4
80
$241K 0.15%
+3,917
81
$240K 0.15%
+5,770
82
$233K 0.15%
1,313
-337
83
$225K 0.14%
+1,947
84
$217K 0.14%
3,591
-1,307
85
$214K 0.13%
2,242
86
$214K 0.13%
+4,810
87
$214K 0.13%
2,711
-4,659
88
$204K 0.13%
1,949
-4,933
89
$202K 0.13%
2,357
+10
90
$105K 0.07%
16,882
+248
91
$2K ﹤0.01%
550
92
– –
-901
93
– –
-8,450
94
– –
-2,090
95
– –
-2,193
96
– –
-32,714
97
– –
-16,915
98
– –
-51,503
99
– –
-7,018
100
– –
-1,939
1 2 3
4
5