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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
$173M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.59M
3
+$2.53M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.06M
5
FDEC icon
FT Vest US Equity Buffer ETF December
FDEC
+$1.58M

Top Sells

1
+$2.95M
2
+$2.76M
3
+$1.57M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.32M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.2M

Sector Composition

1 Technology 6.52%
2 Healthcare 2.56%
3 Consumer Discretionary 2.1%
4 Financials 1.69%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.16%
1,313
77
$267K 0.15%
3,497
-183
78
$267K 0.15%
7,773
79
$258K 0.15%
+11,263
80
$252K 0.15%
+1,321
81
$251K 0.14%
5,705
-14,720
82
$248K 0.14%
3,933
+16
83
$247K 0.14%
6,050
-4,903
84
$245K 0.14%
1,157
+6
85
$244K 0.14%
+4,893
86
$235K 0.14%
2,368
+11
87
$222K 0.13%
1,821
-126
88
$214K 0.12%
2,298
+56
89
$208K 0.12%
2,442
-269
90
$206K 0.12%
+3,960
91
$120K 0.07%
17,145
+263
92
– –
-20,880
93
– –
-5,324
94
– –
-16,811
95
– –
-7,199
96
– –
-11,604
97
– –
-24,074
98
– –
-3,591
99
– –
-14,840
100
– –
-550
1 2 3
4
5