ZIMP
Zimmermann Investment Management & Planning Portfolio holdings
AUM
$2.27M
This Quarter Return
+8.88%
1 Year Return
+29.79%
3 Year Return
+31.6%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$13.4M |
| 2 |
iShares S&P 100 ETF
OEF
|
$9.14M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$8.38M |
| 4 |
Apple
AAPL
|
$8.09M |
| 5 |
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% |
