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
$161M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$5.4M
3
+$5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.68M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.57M

Top Sells

1
+$4.38M
2
+$3.84M
3
+$3.13M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.91M
5
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$2.7M

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.05%
3 Healthcare 2.21%
4 Communication Services 1.61%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 6.7%
40,265
+2,921
2
$8.41M 5.24%
205,132
+59,027
3
$8.19M 5.1%
68,522
+7,922
4
$7.84M 4.88%
48,246
+3,033
5
$7.14M 4.45%
142,336
+91,141
6
$6.66M 4.15%
249,077
+210,387
7
$6.45M 4.01%
125,855
+15,034
8
$6.4M 3.98%
46,287
+447
9
$5.68M 3.54%
256,707
+211,542
10
$5.46M 3.4%
101,270
+92,708
11
$5.4M 3.36%
+91,003
12
$4.93M 3.07%
74,658
-3
13
$4.59M 2.86%
300,842
+269,171
14
$4.32M 2.69%
104,814
+89,940
15
$4.17M 2.6%
173,405
+25,371
16
$3.95M 2.46%
32,583
+9,479
17
$3.84M 2.39%
+159,146
18
$3.37M 2.1%
39,739
+440
19
$3.04M 1.89%
26,926
+960
20
$2.95M 1.84%
+124,404
21
$2.54M 1.58%
23,859
+17,043
22
$2.41M 1.5%
95,146
+64,863
23
$2.37M 1.47%
24,726
+1,086
24
$2.1M 1.31%
+110,910
25
$1.86M 1.16%
8,003
+236
1
2 3 4 5