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
$215M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.7M
3
+$1.54M
4
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$1.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.32M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$1.09M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$956K

Sector Composition

1 Technology 10.17%
2 Consumer Discretionary 2.8%
3 Communication Services 2.1%
4 Healthcare 1.96%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.18%
6,922
-665
77
$377K 0.18%
7,794
+270
78
$377K 0.18%
1,785
+25
79
$370K 0.17%
3,049
+603
80
$363K 0.17%
+14,708
81
$347K 0.16%
4,065
+1,243
82
$327K 0.15%
710
+11
83
$326K 0.15%
8,888
-16
84
$316K 0.15%
+14,183
85
$312K 0.14%
3,726
+261
86
$311K 0.14%
6,700
-28,390
87
$307K 0.14%
2,680
+97
88
$304K 0.14%
7,606
-392
89
$267K 0.12%
7,010
-1,998
90
$258K 0.12%
+9,522
91
$255K 0.12%
1,233
-123
92
$255K 0.12%
1,894
-1,086
93
$254K 0.12%
2,102
+2
94
$253K 0.12%
7,240
+120
95
$250K 0.12%
759
+2
96
$243K 0.11%
1,142
-356
97
$238K 0.11%
+2,063
98
$231K 0.11%
+1,771
99
$230K 0.11%
2,605
+21
100
$221K 0.1%
+770
1 2 3
4
5