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
$191M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.36M
3
+$3.71M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$3.25M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$3.15M

Top Sells

1
+$4.9M
2
+$4.58M
3
+$4.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.26M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$3.88M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 2.52%
3 Healthcare 2.06%
4 Communication Services 1.95%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.12%
1,162
+5
102
$226K 0.12%
+2,996
103
$222K 0.12%
+757
104
$221K 0.12%
+7,120
105
$218K 0.11%
+2,100
106
$217K 0.11%
5,428
-622
107
$215K 0.11%
+1,362
108
$214K 0.11%
2,584
+216
109
$212K 0.11%
4,071
+111
110
$203K 0.11%
+7,848
111
$158K 0.08%
+10,014
112
$121K 0.06%
17,413
+268
113
– –
-4,244
114
– –
-2,298
115
– –
-1,821
116
– –
-8,614
117
– –
-3,933
118
– –
-3,497
119
– –
-10,814
120
– –
-5,560
1 2 3 4
5