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
$326M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.38%
2 Consumer Discretionary 2.52%
3 Communication Services 2%
4 Financials 1.86%
5 Healthcare 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GCOW icon
151
Pacer Global Cash Cows Dividend ETF
GCOW
$2.5B
-10,448
MOAT icon
152
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
-5,674
NEE icon
153
NextEra Energy
NEE
$174B
-5,323
RIGS icon
154
RiverFront Strategic Income Fund
RIGS
$92.6M
-24,604
SLB icon
155
SLB Limited
SLB
$49.3B
-4,306
XLU icon
156
Utilities Select Sector SPDR Fund
XLU
$22.4B
-3,229