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
$146M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.44M
3
+$1.39M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.37M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$1.19M

Top Sells

1
+$2.23M
2
+$1.47M
3
+$1.11M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$905K
5
RFEU icon
First Trust RiverFront Dynamic Europe ETF
RFEU
+$798K

Sector Composition

1 Technology 7.75%
2 Consumer Discretionary 2.86%
3 Communication Services 1.93%
4 Financials 1.78%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 7.17%
37,344
+1,395
2
$7.8M 5.34%
45,213
+1,542
3
$7.59M 5.2%
60,600
+11,137
4
$6.29M 4.31%
146,105
+63,119
5
$6.27M 4.3%
45,840
+519
6
$6.14M 4.21%
110,821
+888
7
$5.44M 3.73%
132,974
-54,477
8
$5.42M 3.72%
74,661
+2,638
9
$4.8M 3.29%
172,192
-9,216
10
$3.79M 2.6%
140,259
-41,141
11
$3.7M 2.54%
148,034
+5,226
12
$3.6M 2.46%
157,869
+3,551
13
$3.53M 2.42%
39,299
+469
14
$3.08M 2.11%
43,954
+2,405
15
$2.96M 2.03%
23,104
+6,985
16
$2.96M 2.03%
145,443
-6,618
17
$2.91M 1.99%
36,048
-18,194
18
$2.79M 1.91%
43,571
+11,264
19
$2.76M 1.89%
25,966
+2,786
20
$2.58M 1.77%
23,640
+1,080
21
$2.56M 1.76%
51,195
+27,257
22
$2.49M 1.7%
73,260
-1,800
23
$2.13M 1.46%
55,940
-3,706
24
$2M 1.37%
7,767
+262
25
$1.84M 1.26%
108,372
-24,492
1
2 3 4