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
$173M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.64M
3
+$2.56M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.09M
5
FDEC icon
FT Vest US Equity Buffer ETF December
FDEC
+$1.59M

Top Sells

1
+$2.95M
2
+$2.73M
3
+$1.53M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.31M
5
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$1.19M

Sector Composition

1 Technology 6.52%
2 Healthcare 2.56%
3 Consumer Discretionary 2.1%
4 Financials 1.69%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 6.26%
40,746
+481
2
$10.1M 5.82%
218,247
+13,115
3
$9.45M 5.45%
297,824
+48,747
4
$8.67M 5%
143,607
+42,337
5
$7.89M 4.55%
157,470
+15,134
6
$7.03M 4.05%
128,943
+3,088
7
$6.82M 3.93%
270,879
+14,172
8
$6.73M 3.88%
55,864
-12,658
9
$6.01M 3.47%
46,285
-2
10
$5.5M 3.17%
120,252
+15,438
11
$5.5M 3.17%
32,236
-16,010
12
$5.32M 3.07%
318,106
+17,264
13
$4.8M 2.77%
35,300
+2,717
14
$4.6M 2.65%
78,488
+3,830
15
$4.46M 2.57%
71,799
-19,204
16
$4.15M 2.39%
171,900
+12,754
17
$3.87M 2.23%
186,608
+13,203
18
$3.56M 2.05%
133,142
+110,091
19
$3.05M 1.76%
26,319
+2,460
20
$3.04M 1.75%
9,172
+7,954
21
$2.47M 1.42%
128,564
+17,654
22
$2.3M 1.33%
93,861
-1,285
23
$2.26M 1.31%
25,165
-14,574
24
$2.25M 1.3%
26,739
-187
25
$2.2M 1.27%
24,904
+178
1
2 3 4 5