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
$2.27M
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$286K

Top Sells

1
+$27M
2
+$19.5M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$13.1M

Sector Composition

1 Technology 22.5%
2 Financials 15.67%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
101
Schwab US Large- Cap ETF
SCHX
$60.7B
– –
-98,985
SDVY icon
102
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.67B
– –
-24,051
SHLD icon
103
Global X Defense Tech ETF
SHLD
$4.17B
– –
-145,222
TCAF icon
104
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$5.76B
– –
-81,488
TMO icon
105
Thermo Fisher Scientific
TMO
$204B
– –
-493
TSLA icon
106
Tesla
TSLA
$1.46T
– –
-4,920
TTE icon
107
TotalEnergies
TTE
$133B
– –
-3,696
UNH icon
108
UnitedHealth
UNH
$323B
– –
-667
URA icon
109
Global X Uranium ETF
URA
$5.65B
– –
-13,426
USCI icon
110
US Commodity Index
USCI
$268M
– –
-9,622
XLB icon
111
Materials Select Sector SPDR Fund
XLB
$5.43B
– –
-44,169
XLE icon
112
Energy Select Sector SPDR Fund
XLE
$25.8B
– –
-8,211
XLC icon
113
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
– –
-8,360
XLF icon
114
Financial Select Sector SPDR Fund
XLF
$53.7B
– –
-5,587
XLG icon
115
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
– –
-6,695
XLK icon
116
Technology Select Sector SPDR Fund
XLK
$93.7B
– –
-1,107
XLV icon
117
Health Care Select Sector SPDR Fund
XLV
$35.3B
– –
-9,594
XMMO icon
118
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
– –
-55,071
XOM icon
119
Exxon Mobil
XOM
$479B
– –
-3,956
AOHY icon
120
Angel Oak High Yield Opportunities ETF
AOHY
$124M
– –
-294,245
XFEB icon
121
FT Vest US Equity Enhance & Moderate Buffer ETF February
XFEB
$44.5M
– –
-6,852
EVTR icon
122
Eaton Vance Total Return Bond ETF
EVTR
$3.16B
– –
-28,474
BTC
123
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
– –
-22,641
IHDG icon
124
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.33B
– –
-87,871
ILF icon
125
iShares Latin America 40 ETF
ILF
$1.86B
– –
-76,539
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