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
$161M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.4M
3
+$5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.68M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.57M

Top Sells

1
+$4.38M
2
+$3.84M
3
+$3.13M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.91M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$2.7M

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.05%
3 Healthcare 2.21%
4 Communication Services 1.61%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,134
102
– –
-11,307
103
– –
-7,268
104
– –
-28,738
105
– –
-36,048
106
– –
-3,562
107
– –
-5,036
1 2 3 4
5