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%