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

Top Buys

1
+$3.33M
2
+$3.11M
3
+$2.05M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.99M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$1.82M

Top Sells

1
+$2.18M
2
+$1.65M
3
+$1.64M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.55M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$1.48M

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
126
$220K 0.07%
6,458
+36
127
$212K 0.07%
771
+3
128
$212K 0.07%
9,696
-3,771
129
$203K 0.07%
4,306
-3,500
130
$202K 0.07%
+2,621
131
$115K 0.04%
20,863
+405
132
– –
-5,549
133
– –
-2,427
134
– –
-18,369
135
– –
-10,139
136
– –
-788
137
– –
-573
138
– –
-33,219
139
– –
-12,403
140
– –
-2,566
141
– –
-5,321
142
– –
-6,128
143
– –
-693
144
– –
-1,158
145
– –
-10,292
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