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
$215M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.7M
3
+$1.54M
4
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$1.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.32M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$1.09M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$956K

Sector Composition

1 Technology 10.17%
2 Consumer Discretionary 2.8%
3 Communication Services 2.1%
4 Healthcare 1.96%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.1%
1,362
102
$206K 0.1%
2,742
-19,379
103
$202K 0.09%
1,197
-5,655
104
$140K 0.07%
10,420
+406
105
$110K 0.05%
17,723
+310
106
– –
-1,162
107
– –
-15,149
108
– –
-7,848
109
– –
-26,508
110
– –
-4,071
111
– –
-1,059
112
– –
-17,548
113
– –
-5,428
114
– –
-61,388
115
– –
-5,559
116
– –
-11,276
117
– –
-13,993
118
– –
-10,090
119
– –
-2,996
120
– –
-55,139
121
– –
-11,361
122
– –
-7,773
123
– –
-7,104
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5