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
$244M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.67M
3
+$1.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M

Top Sells

1
+$1.2M
2
+$1.08M
3
+$1.04M
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$707K
5
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$488K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 2.86%
3 Communication Services 2.21%
4 Healthcare 1.76%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.17%
+6,000
77
$412K 0.17%
777
-132
78
$412K 0.17%
+17,796
79
$410K 0.17%
1,089
-2,755
80
$410K 0.17%
6,080
-4,166
81
$401K 0.16%
8,041
-387
82
$387K 0.16%
2,597
+173
83
$383K 0.16%
3,833
+170
84
$382K 0.16%
2,514
+58
85
$368K 0.15%
15,268
-23
86
$365K 0.15%
3,528
+901
87
$361K 0.15%
14,708
88
$354K 0.14%
12,434
+1,235
89
$351K 0.14%
+6,093
90
$321K 0.13%
709
91
$319K 0.13%
+4,315
92
$314K 0.13%
+2,364
93
$310K 0.13%
+15,198
94
$308K 0.13%
3,159
-214
95
$307K 0.13%
8,479
-394
96
$295K 0.12%
2,092
97
$293K 0.12%
+1,149
98
$293K 0.12%
2,025
-1,070
99
$278K 0.11%
801
-23
100
$277K 0.11%
+475
2 3
4
5 6