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
$278M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.38M
3
+$5.24M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$4.77M
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$4.17M

Top Sells

1
+$5.8M
2
+$5.39M
3
+$4.92M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.48M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$4.15M

Sector Composition

1 Technology 10.33%
2 Consumer Discretionary 2.77%
3 Communication Services 2.15%
4 Financials 1.83%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.13%
15,050
+342
102
$343K 0.12%
1,775
-5
103
$334K 0.12%
574
-203
104
$333K 0.12%
13,064
-2,204
105
$328K 0.12%
3,432
-1,500
106
$325K 0.12%
713
+4
107
$317K 0.11%
2,082
-10
108
$308K 0.11%
+10,016
109
$306K 0.11%
4,450
-1,630
110
$302K 0.11%
+1,867
111
$297K 0.11%
13,467
-1,731
112
$297K 0.11%
1,884
-713
113
$285K 0.1%
2,426
-198
114
$270K 0.1%
6,416
115
$266K 0.1%
693
-108
116
$265K 0.1%
+1,467
117
$263K 0.09%
1,687
-13
118
$242K 0.09%
+435
119
$241K 0.09%
+1,425
120
$233K 0.08%
7,973
+127
121
$229K 0.08%
+544
122
$224K 0.08%
+4,574
123
$224K 0.08%
768
+3
124
$222K 0.08%
5,270
-969
125
$221K 0.08%
1,158
-149
2 3 4
5
6