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
$191M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.36M
3
+$3.71M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$3.25M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$3.15M

Top Sells

1
+$4.9M
2
+$4.58M
3
+$4.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.26M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$3.88M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 2.52%
3 Healthcare 2.06%
4 Communication Services 1.95%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$396K 0.21%
+11,361
77
$394K 0.21%
1,748
+435
78
$392K 0.2%
3,577
+49
79
$384K 0.2%
2,354
+338
80
$376K 0.2%
+2,446
81
$374K 0.2%
1,760
+439
82
$364K 0.19%
+4,165
83
$363K 0.19%
8,904
+1,832
84
$346K 0.18%
1,059
-1,779
85
$339K 0.18%
7,524
+246
86
$336K 0.18%
+7,587
87
$335K 0.17%
1,498
-362
88
$331K 0.17%
699
+8
89
$327K 0.17%
7,998
-11,631
90
$325K 0.17%
17,763
-39
91
$325K 0.17%
9,008
+685
92
$298K 0.16%
2,284
+163
93
$296K 0.15%
+2,583
94
$289K 0.15%
+17,548
95
$281K 0.15%
7,773
96
$277K 0.14%
+1,356
97
$254K 0.13%
3,465
-4,277
98
$249K 0.13%
5,559
-146
99
$248K 0.13%
2,822
+380
100
$239K 0.12%
+7,104
1 2 3
4
5