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
$209M
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.64M
3
+$6.15M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$6.1M
5
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$5.68M

Top Sells

1
+$8.56M
2
+$8.52M
3
+$8.11M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$7.24M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.69M

Sector Composition

1 Technology 9.42%
2 Consumer Discretionary 2.87%
3 Communication Services 2.4%
4 Healthcare 1.65%
5 Financials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 7.45%
43,358
+12,697
2
$10.2M 4.89%
50,844
+33,673
3
$9.46M 4.54%
55,260
-173
4
$7.14M 3.42%
142,305
-3,600
5
$6.64M 3.19%
+90,723
6
$6.64M 3.18%
123,920
+2,384
7
$6.56M 3.14%
351,516
+329,610
8
$6.29M 3.01%
78,046
+69,427
9
$6.1M 2.92%
+80,367
10
$5.68M 2.72%
+54,596
11
$5.13M 2.46%
200,830
+27,967
12
$5.07M 2.43%
125,088
+23
13
$4.74M 2.27%
32,701
+5,432
14
$4.67M 2.24%
30,347
+2,748
15
$4.3M 2.06%
77,959
+3,308
16
$4.22M 2.02%
138,891
+14,351
17
$4.1M 1.96%
168,636
+76,576
18
$4.01M 1.92%
92,150
-1,160
19
$3.98M 1.91%
+64,731
20
$3.94M 1.89%
30,110
+148
21
$3.81M 1.83%
34,026
+2,980
22
$3.65M 1.75%
74,910
+56,912
23
$3.62M 1.74%
28,503
+2,520
24
$3.23M 1.55%
66,589
+9,798
25
$3.2M 1.53%
+36,854
1
2 3 4 5