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
$173M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.64M
3
+$2.56M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.09M
5
FDEC icon
FT Vest US Equity Buffer ETF December
FDEC
+$1.59M

Top Sells

1
+$2.95M
2
+$2.73M
3
+$1.53M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.31M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.19M

Sector Composition

1 Technology 6.52%
2 Healthcare 2.56%
3 Consumer Discretionary 2.1%
4 Financials 1.69%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-124,404
1 2 3 4
5