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ZIMP

Zimmermann Investment Management & Planning Portfolio holdings

AUM $2.27M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$6.56M
3
+$6.39M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$6.13M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$5.17M

Top Sells

1
+$6.77M
2
+$5.57M
3
+$5.36M
4
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$5.07M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$4.59M

Sector Composition

1 Technology 11.38%
2 Consumer Discretionary 2.52%
3 Communication Services 2%
4 Financials 1.86%
5 Healthcare 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO
76
Novo Nordisk
NVO
$194B
$625K 0.19%
5,249
+110
USCI icon
77
US Commodity Index
USCI
$366M
$600K 0.18%
9,622
-464
SPSM icon
78
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.9B
$594K 0.18%
13,049
-11,511
IYF icon
79
iShares US Financials ETF
IYF
$3.58B
$556K 0.17%
5,349
+374
HSY icon
80
Hershey
HSY
$36.8B
$554K 0.17%
2,890
-51
BSTP icon
81
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.1M
$546K 0.17%
16,691
+3,971
CRWD icon
82
CrowdStrike
CRWD
$176B
$525K 0.16%
1,873
-781
CEG icon
83
Constellation Energy
CEG
$87.8B
$524K 0.16%
+2,015
FAUG icon
84
FT Vest US Equity Buffer ETF August
FAUG
$1.17B
$524K 0.16%
+11,450
SPMO icon
85
Invesco S&P 500 Momentum ETF
SPMO
$19.8B
$506K 0.16%
5,585
-40,559
CL icon
86
Colgate-Palmolive
CL
$71.9B
$491K 0.15%
4,725
+583
AXP icon
87
American Express
AXP
$217B
$490K 0.15%
1,807
+160
XOM icon
88
Exxon Mobil
XOM
$615B
$464K 0.14%
3,956
-135
MDT icon
89
Medtronic
MDT
$103B
$452K 0.14%
5,019
-118
JCI icon
90
Johnson Controls International
JCI
$86.9B
$445K 0.14%
5,732
-326
OCTJ icon
91
Innovator Premium Income 30 Barrier ETF October
OCTJ
$18.7M
$436K 0.13%
18,260
-3,430
LMT icon
92
Lockheed Martin
LMT
$126B
$424K 0.13%
725
+4
AOR icon
93
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.6B
$413K 0.13%
6,974
-43
PTNQ icon
94
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
$410K 0.13%
5,587
-4,100
QJUN icon
95
FT Vest Growth-100 Buffer ETF June
QJUN
$640M
$397K 0.12%
14,707
+3,285
UNH icon
96
UnitedHealth
UNH
$369B
$390K 0.12%
667
-153
GOOG icon
97
Alphabet (Google) Class C
GOOG
$4.26T
$390K 0.12%
2,330
+328
URA icon
98
Global X Uranium ETF
URA
$6.14B
$384K 0.12%
13,426
-3,096
CRM icon
99
Salesforce
CRM
$137B
$382K 0.12%
1,397
-283
ONON icon
100
On Holding
ONON
$12.8B
$381K 0.12%
+7,601
2 3
4
5 6