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
$215M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.7M
3
+$1.54M
4
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$1.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.18M

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.32M
4
PID icon
Invesco International Dividend Achievers ETF
PID
+$1.09M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$956K

Sector Composition

1 Technology 10.17%
2 Consumer Discretionary 2.8%
3 Communication Services 2.1%
4 Healthcare 1.96%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 5.27%
30,661
+3,181
2
$10.9M 5.06%
163,400
+4,427
3
$10.9M 5.05%
227,023
+5,758
4
$10.8M 5%
55,433
+172
5
$9.93M 4.62%
345,267
+53,607
6
$8.64M 4.02%
260,659
-78
7
$7.32M 3.4%
145,905
+4,243
8
$6.72M 3.13%
121,536
+1,642
9
$6.62M 3.08%
273,336
-16,248
10
$5.18M 2.41%
125,065
+93,896
11
$4.85M 2.26%
74,651
+127
12
$4.83M 2.24%
62,709
+5,368
13
$4.7M 2.18%
172,863
+25,305
14
$4.68M 2.18%
35,258
+656
15
$4.38M 2.03%
27,599
+6,991
16
$4.31M 2%
147,382
+37,847
17
$4.15M 1.93%
27,269
+7,509
18
$3.95M 1.84%
93,310
+520
19
$3.91M 1.82%
124,540
+14,271
20
$3.77M 1.75%
31,046
+7,608
21
$3.68M 1.71%
10,703
+2,837
22
$3.67M 1.71%
79,309
-17,804
23
$3.59M 1.67%
29,962
+518
24
$3.56M 1.65%
17,171
+8,201
25
$3.42M 1.59%
42,185
+4,770
1
2 3 4 5