ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
This Quarter Return
+11.32%
1 Year Return
+29.79%
3 Year Return
+31.6%
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(+17%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
5.75%
Top 10 Holdings %
Top 10 Hldgs %
38.75%
Holding
127
New
25
Increased
50
Reduced
40
Closed
7
Top Buys
| 1 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$1.69M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$1.67M |
| 3 |
Pacer Trendpilot 100 ETF
PTNQ
|
$1.66M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.28M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$1.05M |
Top Sells
Sector Composition
| 1 | Technology | 9.81% |
| 2 | Consumer Discretionary | 2.86% |
| 3 | Communication Services | 2.21% |
| 4 | Healthcare | 1.76% |
| 5 | Financials | 1.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Sanmina
SANM
$6.26B
| – | – |
-5,569
| Closed | -$302K |
|
127
SPDR S&P Metals & Mining ETF
XME
$2.31B
| – | – |
-4,161
| Closed | -$218K |
|