ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
This Quarter Return
+11%
1 Year Return
+29.79%
3 Year Return
+31.6%
5 Year Return
–
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(+14%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
37.27%
Holding
144
New
24
Increased
60
Reduced
47
Closed
10
Top Buys
| 1 |
FT Vest US Equity Buffer ETF February
FFEB
|
$5.57M |
| 2 |
iShares Russell Top 200 Growth ETF
IWY
|
$5.38M |
| 3 |
Invesco RAFI Strategic US ETF
IUS
|
$5.24M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
$4.77M |
| 5 |
SPDR S&P Insurance ETF
KIE
|
$4.17M |
Top Sells
Sector Composition
| 1 | Technology | 10.33% |
| 2 | Consumer Discretionary | 2.77% |
| 3 | Communication Services | 2.15% |
| 4 | Financials | 1.83% |
| 5 | Healthcare | 1.79% |
