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ZIMP

Zimmermann Investment Management & Planning Portfolio holdings

AUM $2.27M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.88M
3
+$6.4M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$6.38M
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$5.87M

Top Sells

1
+$8.92M
2
+$8.68M
3
+$8.37M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$7.48M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.88M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 2.87%
3 Communication Services 2.4%
4 Healthcare 1.65%
5 Financials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$135K 0.06%
10,089
-331
102
$109K 0.05%
18,053
+330
103
– –
-1,187
104
– –
-2,137
105
– –
-4,542
106
– –
-12,542
107
– –
-1,142
108
– –
-2,680
109
– –
-7,606
110
– –
-2,742
111
– –
-1,362
112
– –
-13,586
113
– –
-2,063
114
– –
-3,049
115
– –
-4,065
116
– –
-7,010
117
– –
-8,888
118
– –
-1,197
119
– –
-4,749
120
– –
-6,922
121
– –
-79,309
122
– –
-6,700
123
– –
-9,358
124
– –
-1,233
1 2 3 4
5