ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM $2.27M
AUM
$2.27M
AUM Growth
-$324M (-99%)
Cap. Flow
-$91M
Cap. Flow % of AUM
-4,014.48%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
146
New
2
Increased
–
Reduced
5
Closed
139
Top Buys
| 1 | $355K | |
| 2 | $286K |
Top Sells
| 1 | $27M | |
| 2 | $19.5M | |
| 3 | $18.5M | |
| 4 | $13.5M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,292 | Closed | – | |||
| $0 | 0% | 0 -7,612 | Closed | – | |||
| $0 | 0% | 0 -180,263 | Closed | – | |||
| $0 | 0% | 0 -2,581 | Closed | – | |||
| $0 | 0% | 0 -499 | Closed | – | |||
| $0 | 0% | 0 -4,955 | Closed | – | |||
| $0 | 0% | 0 -6,983 | Closed | – | |||
| $0 | 0% | 0 -1,503 | Closed | – | |||
| $0 | 0% | 0 -2,401 | Closed | – | |||
| $0 | 0% | 0 -21,299 | Closed | – | |||
| $0 | 0% | 0 -2,427 | Closed | – | |||
| $0 | 0% | 0 -5,587 | Closed | – | |||
| $0 | 0% | 0 -1,237 | Closed | – | |||
| $0 | 0% | 0 -14,707 | Closed | – | |||
| $0 | 0% | 0 -5,727 | Closed | – | |||
| $0 | 0% | 0 -3,081 | Closed | – | |||
| $0 | 0% | 0 -11,263 | Closed | – | |||
| $0 | 0% | 0 -774 | Closed | – | |||
| $0 | 0% | 0 -1,819 | Closed | – | |||
| $0 | 0% | 0 -26,976 | Closed | – | |||
| $0 | 0% | 0 -6,259 | Closed | – | |||
| $0 | 0% | 0 -5,805 | Closed | – | |||
| $0 | 0% | 0 -32,995 | Closed | – | |||
| $0 | 0% | 0 -24,051 | Closed | – | |||
| $0 | 0% | 0 -145,222 | Closed | – |
