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
$169M
AUM Growth
-$9.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.01M
3
+$2.21M
4
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.51M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.26M

Top Sells

1
+$3.29M
2
+$3.14M
3
+$2.58M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$2.11M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$1.88M

Sector Composition

1 Technology 8.83%
2 Consumer Discretionary 3.48%
3 Communication Services 2.07%
4 Financials 1.75%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 7.73%
35,949
+2,146
2
$9.19M 5.45%
187,451
+25,628
3
$9.11M 5.4%
43,671
+1,961
4
$7.91M 4.69%
45,321
-260
5
$7.86M 4.66%
49,463
+25,260
6
$6.75M 4%
109,933
+3,053
7
$5.54M 3.29%
72,023
+1,172
8
$5.51M 3.27%
181,400
+2,116
9
$5.51M 3.27%
181,408
+8,314
10
$5.25M 3.12%
54,242
+4,033
11
$4.49M 2.66%
142,808
+7,566
12
$4.41M 2.62%
152,061
+8,875
13
$4.36M 2.59%
154,318
-8,177
14
$4.2M 2.49%
38,830
-490
15
$4.13M 2.45%
+82,986
16
$3.78M 2.24%
23,180
+980
17
$3.51M 2.08%
41,549
+2,440
18
$3.14M 1.86%
22,560
+1,200
19
$3M 1.78%
75,060
+6,807
20
$2.99M 1.77%
42,700
-11,949
21
$2.77M 1.64%
101,460
+4,810
22
$2.59M 1.54%
132,864
-160,809
23
$2.55M 1.51%
59,646
+35,432
24
$2.46M 1.46%
32,307
+5,760
25
$2.31M 1.37%
7,505
-78
1
2 3 4