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
$2.27M
AUM Growth
-$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$286K

Top Sells

1
+$27M
2
+$19.5M
3
+$18.5M
4
AAPL icon
Apple
AAPL
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$13.1M

Sector Composition

1 Technology 22.5%
2 Financials 15.67%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INDA icon
126
iShares MSCI India ETF
INDA
$9.57B
– –
-12,488
IOO icon
127
iShares Global 100 ETF
IOO
$7.35B
– –
-51,422
IRM icon
128
Iron Mountain
IRM
$30.9B
– –
-6,075
IUS icon
129
Invesco RAFI Strategic US ETF
IUS
$665M
– –
-38,922
IVE icon
130
iShares S&P 500 Value ETF
IVE
$41.7B
– –
-11,697
IWL icon
131
iShares Russell Top 200 ETF
IWL
$1.87B
– –
-72,026
IYF icon
132
iShares US Financials ETF
IYF
$3.93B
– –
-5,349
JAAA icon
133
Janus Henderson AAA CLO ETF
JAAA
$25.1B
– –
-6,966
JANJ icon
134
Innovator Premium Income 30 Barrier ETF January
JANJ
$16.1M
– –
-29,685
JCI icon
135
Johnson Controls International
JCI
$71.2B
– –
-5,732
META icon
136
Meta Platforms (Facebook)
META
$1.8T
– –
-2,006
SMH icon
137
VanEck Semiconductor ETF
SMH
$34.9B
– –
-36,360
SPLG icon
138
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
– –
-4,052
SPMO icon
139
Invesco S&P 500 Momentum ETF
SPMO
$16.7B
– –
-5,585
SPSM icon
140
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
– –
-13,049
USTB icon
141
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.57B
– –
-56,920
V icon
142
Visa
V
$664B
– –
-2,727
VFMO icon
143
Vanguard US Momentum Factor ETF
VFMO
$1.16B
– –
-12,527
WMT icon
144
Walmart
WMT
$859B
– –
-21,402
XAR icon
145
SPDR S&P Aerospace & Defense ETF
XAR
$4.78B
– –
-11,221
XHB icon
146
SPDR S&P Homebuilders ETF
XHB
$1.81B
– –
-2,596
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6