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
$191M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.36M
3
+$3.71M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$3.25M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$3.15M

Top Sells

1
+$4.9M
2
+$4.58M
3
+$4.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.26M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$3.88M

Sector Composition

1 Technology 9.13%
2 Consumer Discretionary 2.52%
3 Healthcare 2.06%
4 Communication Services 1.95%
5 Financials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 5.43%
221,265
+3,018
2
$9.91M 5.18%
158,973
+15,366
3
$9.11M 4.76%
55,261
+8,976
4
$8.82M 4.61%
27,480
-13,266
5
$8.77M 4.58%
260,737
-37,087
6
$8.02M 4.19%
291,660
+158,518
7
$7.13M 3.72%
141,662
-15,808
8
$7.06M 3.69%
289,584
+18,705
9
$6.55M 3.42%
119,894
-9,049
10
$4.74M 2.47%
74,524
-3,964
11
$4.48M 2.34%
34,602
-698
12
$4.39M 2.3%
+97,113
13
$4.16M 2.17%
57,341
+51,073
14
$3.52M 1.84%
147,558
+136,295
15
$3.15M 1.64%
+109,535
16
$3.13M 1.63%
110,269
+79,502
17
$3.1M 1.62%
37,415
+24,769
18
$3.05M 1.6%
29,444
+4,540
19
$2.86M 1.5%
20,608
-35,256
20
$2.81M 1.47%
+16,648
21
$2.74M 1.43%
142,563
+13,999
22
$2.74M 1.43%
23,438
+20,833
23
$2.66M 1.39%
25,724
-1,015
24
$2.62M 1.37%
7,866
-1,306
25
$2.6M 1.36%
+19,760
1
2 3 4 5