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
$299M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.12M
3
+$2.1M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.98M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$1.84M

Top Sells

1
+$2.26M
2
+$1.69M
3
+$1.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.55M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$1.49M

Sector Composition

1 Technology 11.69%
2 Consumer Discretionary 2.64%
3 Communication Services 2.29%
4 Healthcare 1.97%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.18%
2,941
-113
77
$538K 0.18%
6,000
-308
78
$526K 0.18%
3,527
+586
79
$520K 0.17%
21,690
-603
80
$513K 0.17%
6,955
-4,259
81
$491K 0.16%
5,674
-18,923
82
$478K 0.16%
16,522
+1,065
83
$471K 0.16%
4,091
+258
84
$470K 0.16%
4,975
+1,543
85
$463K 0.15%
+3,080
86
$460K 0.15%
20,756
-67,108
87
$453K 0.15%
+27,900
88
$432K 0.14%
+1,680
89
$418K 0.14%
820
-872
90
$409K 0.14%
+9,240
91
$404K 0.14%
5,137
+437
92
$403K 0.13%
6,058
-5,273
93
$402K 0.13%
+4,142
94
$399K 0.13%
12,720
+506
95
$395K 0.13%
7,017
-770
96
$391K 0.13%
15,923
+873
97
$381K 0.13%
+1,647
98
$377K 0.13%
+5,323
99
$374K 0.13%
+2,154
100
$371K 0.12%
11,834
-2,473
2 3
4
5 6