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
$278M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.38M
3
+$5.24M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.77M
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$4.17M

Top Sells

1
+$5.8M
2
+$5.39M
3
+$4.92M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.48M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$4.15M

Sector Composition

1 Technology 10.33%
2 Consumer Discretionary 2.77%
3 Communication Services 2.15%
4 Financials 1.83%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$582K 0.21%
12,386
+982
77
$576K 0.21%
740
+265
78
$555K 0.2%
4,977
-483
79
$546K 0.2%
4,256
+728
80
$540K 0.19%
9,958
+1,917
81
$538K 0.19%
12,403
-113
82
$536K 0.19%
22,293
+486
83
$506K 0.18%
6,308
+308
84
$494K 0.18%
18,369
-13,641
85
$478K 0.17%
984
+225
86
$470K 0.17%
2,941
+577
87
$466K 0.17%
10,292
-62,694
88
$446K 0.16%
+15,457
89
$446K 0.16%
3,833
90
$437K 0.16%
+14,307
91
$434K 0.16%
7,787
-1,704
92
$428K 0.15%
7,806
+2,728
93
$423K 0.15%
6,128
+1,813
94
$422K 0.15%
2,566
+52
95
$410K 0.15%
4,700
+1,570
96
$409K 0.15%
1,276
+127
97
$398K 0.14%
788
+50
98
$391K 0.14%
3,159
99
$376K 0.14%
5,321
+1,490
100
$370K 0.13%
12,214
-220
2 3
4
5 6