ZIMP

Zimmermann Investment Management & Planning Portfolio holdings

AUM $2.27M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.58M
3
+$1.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$973K

Top Sells

1
+$1.12M
2
+$1.02M
3
+$963K
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$659K
5
INGR icon
Ingredion
INGR
+$460K

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 Change
in Stake 		Capital Flow
126
– –
-5,569
127
– –
-4,161
2 3 4 5
6