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

Top Buys

1
+$3.59M
2
+$3.12M
3
+$2.1M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.98M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$1.84M

Top Sells

1
+$2.26M
2
+$1.69M
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
+$1.49M

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%
3,229
+18
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
– –
-10,139
133
– –
-788
134
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-573
135
– –
-33,219
136
– –
-12,403
137
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-2,566
138
– –
-5,321
139
– –
-6,128
140
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-693
141
– –
-1,158
142
– –
-10,292
143
– –
-5,549
144
– –
-2,427
145
– –
-18,369
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