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
$178M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.14M
3
+$8.38M
4
AAPL icon
Apple
AAPL
+$8.09M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.71%
2 Consumer Discretionary 3.91%
3 Industrials 2.24%
4 Financials 1.98%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 7.54%
+33,803
2
$9.14M 5.13%
+41,710
3
$8.38M 4.7%
+161,823
4
$8.09M 4.54%
+45,581
5
$6.75M 3.79%
+106,880
6
$5.98M 3.36%
+70,851
7
$5.91M 3.32%
+179,284
8
$5.74M 3.22%
+293,673
9
$5.44M 3.05%
+173,094
10
$5.33M 2.99%
+50,209
11
$5.24M 2.94%
+20,086
12
$5.15M 2.89%
+143,186
13
$4.68M 2.62%
+162,495
14
$4.48M 2.51%
+39,320
15
$4.33M 2.43%
+168,254
16
$4.3M 2.41%
+135,242
17
$4.28M 2.4%
+54,649
18
$4.2M 2.35%
+24,203
19
$3.7M 2.08%
+22,200
20
$3.44M 1.93%
+35,686
21
$3.42M 1.92%
+52,835
22
$3.39M 1.9%
+39,109
23
$3.1M 1.74%
+21,360
24
$2.84M 1.59%
+96,650
25
$2.8M 1.57%
+68,253
1
2 3 4