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
$209M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.64M
3
+$6.15M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$5.68M

Top Sells

1
+$8.56M
2
+$8.52M
3
+$8.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$7.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.69M

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
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-1,142
104
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-2,680
105
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-7,606
106
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-2,742
107
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-1,362
108
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-13,586
109
– –
-2,063
110
– –
-3,049
111
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-4,065
112
– –
-7,010
113
– –
-8,888
114
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-1,197
115
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-4,749
116
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-6,922
117
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-79,309
118
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-6,700
119
– –
-1,233
120
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-1,187
121
– –
-2,137
122
– –
-9,358
123
– –
-4,542
124
– –
-12,542
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