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
$299M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.12M
3
+$2.1M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.98M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$1.84M

Top Sells

1
+$2.26M
2
+$1.69M
3
+$1.64M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.55M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$1.49M

Sector Composition

1 Technology 11.69%
2 Consumer Discretionary 2.64%
3 Communication Services 2.29%
4 Healthcare 1.97%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$367K 0.12%
2,002
-80
102
$352K 0.12%
10,448
-18,722
103
$337K 0.11%
721
+8
104
$326K 0.11%
3,224
-1,753
105
$312K 0.1%
1,713
-62
106
$310K 0.1%
6,769
+353
107
$308K 0.1%
2,991
-168
108
$302K 0.1%
11,422
-1,642
109
$295K 0.1%
1,895
+28
110
$289K 0.1%
1,759
+334
111
$288K 0.1%
1,680
-7
112
$280K 0.09%
2,390
-36
113
$274K 0.09%
4,106
-344
114
$257K 0.09%
+5,058
115
$253K 0.08%
457
-117
116
$251K 0.08%
1,262
+2
117
$246K 0.08%
1,515
+48
118
$242K 0.08%
1,071
+32
119
$235K 0.08%
1,505
-379
120
$232K 0.08%
459
+24
121
$232K 0.08%
7,998
+25
122
$229K 0.08%
224
+14
123
$228K 0.08%
4,463
-111
124
$228K 0.08%
5,536
+266
125
$221K 0.07%
544
2 3 4
5
6