ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
This Quarter Return
+6.39%
1 Year Return
+29.79%
3 Year Return
+31.6%
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+7.9%)
Cap. Flow
+$5.73M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
45.6%
Holding
101
New
10
Increased
47
Reduced
32
Closed
10
Top Buys
Top Sells
| 1 |
FEDX
Emles Federal Contractors ETF
FEDX
|
$2.95M |
| 2 |
iShares S&P 100 ETF
OEF
|
$2.73M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.53M |
| 4 |
iShares Russell Top 200 ETF
IWL
|
$1.31M |
| 5 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
$1.19M |
Sector Composition
| 1 | Technology | 6.52% |
| 2 | Healthcare | 2.56% |
| 3 | Consumer Discretionary | 2.1% |
| 4 | Financials | 1.69% |
| 5 | Communication Services | 1.4% |
