ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
1-Year Est. Return
29.81%
This Fund
S&P 500
1 Year Est. Return
+29.81%
AUM
$326M
AUM Growth
+$26.6M
(+8.9%)
Holding
156
Top Buys
| 1 | +$7.03M | |
| 2 | +$6.56M | |
| 3 | +$6.39M | |
| 4 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$6.13M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$5.17M |
Top Sells
| 1 | +$6.77M | |
| 2 | +$5.57M | |
| 3 | +$5.36M | |
| 4 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$5.07M |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$4.59M |
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
Grayscale Bitcoin Trust
GBTC
$30.9B
| – | – |
-12,207
|
|
||
152
VanEck Morningstar Wide Moat ETF
MOAT
$12B
| – | – |
-5,674
|
|
||
153
NextEra Energy
NEE
$201B
| – | – |
-5,323
|
|
||
154
RiverFront Strategic Income Fund
RIGS
$65.7M
| – | – |
-24,604
|
|
||
155
SLB Ltd
SLB
$82.2B
| – | – |
-4,306
|
|
||
156
State Street Utilities Select Sector SPDR ETF
XLU
$24.8B
| – | – |
-6,458
|
|