ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
1-Year Est. Return
29.79%
1 Year Est. Return
+29.79%
AUM
$326M
AUM Growth
+$26.6M
(+8.9%)
Holding
156
Top Buys
| 1 | +$7.28M | |
| 2 | +$6.64M | |
| 3 | +$6.63M | |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$6.38M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$5.41M |
Top Sells
| 1 | +$7.06M | |
| 2 | +$5.57M | |
| 3 | +$5.55M | |
| 4 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$5.36M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$4.67M |
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 | |
|---|---|---|---|---|---|---|
151
Pacer Global Cash Cows Dividend ETF
GCOW
$2.63B
| – | – |
-10,448
|
|
||
152
VanEck Morningstar Wide Moat ETF
MOAT
$13B
| – | – |
-5,674
|
|
||
153
NextEra Energy
NEE
$174B
| – | – |
-5,323
|
|
||
154
RiverFront Strategic Income Fund
RIGS
$77.8M
| – | – |
-24,604
|
|
||
155
SLB Ltd
SLB
$57.9B
| – | – |
-4,306
|
|
||
156
State Street Utilities Select Sector SPDR ETF
XLU
$10.8B
| – | – |
-3,229
|
|