ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
This Quarter Return
+6.62%
1 Year Return
+29.79%
3 Year Return
+31.6%
5 Year Return
–
10 Year Return
–
AUM
$2.27M
AUM Growth
+$2.27M
(-99%)
Cap. Flow
-$329M
Cap. Flow
% of AUM
-14,519.7%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
146
New
2
Increased
–
Reduced
5
Closed
139
Top Buys
| 1 |
Blackstone
BX
|
$355K |
| 2 |
Invesco S&P 500 Revenue ETF
RWL
|
$286K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$27M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$19.5M |
| 3 |
iShares S&P 100 ETF
OEF
|
$18.5M |
| 4 |
Apple
AAPL
|
$13.5M |
| 5 |
NVIDIA
NVDA
|
$13.1M |
Sector Composition
| 1 | Technology | 22.5% |
| 2 | Financials | 15.67% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Healthcare | 0% |
