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
$244M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.67M
3
+$1.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.28M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.05M

Top Sells

1
+$1.2M
2
+$1.08M
3
+$1.04M
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$707K
5
QQQE icon
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
+$488K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 2.86%
3 Communication Services 2.21%
4 Healthcare 1.76%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.11%
+3,831
102
$272K 0.11%
2,624
+11
103
$269K 0.11%
759
-24
104
$264K 0.11%
+5,078
105
$264K 0.11%
8,589
-23,009
106
$258K 0.11%
+3,130
107
$255K 0.1%
+1,181
108
$244K 0.1%
1,700
109
$242K 0.1%
6,416
-853
110
$241K 0.1%
5,026
-6,290
111
$237K 0.1%
765
+3
112
$235K 0.1%
6,239
-9,410
113
$224K 0.09%
1,444
-8
114
$222K 0.09%
+3,274
115
$214K 0.09%
+1,112
116
$214K 0.09%
+1,307
117
$207K 0.08%
+7,846
118
$203K 0.08%
+4,107
119
$160K 0.07%
10,089
120
$120K 0.05%
20,077
+2,024
121
– –
-4,153
122
– –
-4,674
123
– –
-8,606
124
– –
-12,151
125
– –
-5,569
2 3 4
5
6