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
$209M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.64M
3
+$6.15M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$5.68M

Top Sells

1
+$8.56M
2
+$8.52M
3
+$8.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$7.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.69M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 2.87%
3 Communication Services 2.4%
4 Healthcare 1.65%
5 Financials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.2%
2,424
-265
77
$399K 0.19%
8,606
-2,648
78
$396K 0.19%
8,428
+634
79
$361K 0.17%
14,708
80
$355K 0.17%
+12,960
81
$345K 0.17%
1,800
+15
82
$334K 0.16%
15,291
+1,108
83
$327K 0.16%
+4,153
84
$302K 0.14%
+5,569
85
$299K 0.14%
+8,873
86
$296K 0.14%
11,199
+1,677
87
$290K 0.14%
709
-1
88
$287K 0.14%
3,373
-353
89
$276K 0.13%
2,092
-10
90
$264K 0.13%
+2,456
91
$249K 0.12%
824
-1,639
92
$248K 0.12%
2,613
+8
93
$247K 0.12%
7,269
+29
94
$239K 0.11%
+2,627
95
$235K 0.11%
783
+13
96
$230K 0.11%
12,151
-108,386
97
$218K 0.1%
4,161
-6,740
98
$218K 0.1%
762
+3
99
$216K 0.1%
1,452
-442
100
$209K 0.1%
1,700
-71
1 2 3
4
5