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ZIMP

Zimmermann Investment Management & Planning Portfolio holdings

AUM $2.27M
1-Year Est. Return 29.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$3.11M
3
+$2.05M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.99M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$1.82M

Top Sells

1
+$2.18M
2
+$1.65M
3
+$1.64M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.55M
5
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$1.48M

Sector Composition

1 Technology 11.69%
2 Consumer Discretionary 2.64%
3 Communication Services 2.29%
4 Healthcare 1.97%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 8.04%
50,224
+1,636
2
$16.5M 5.5%
62,319
+3,228
3
$15.9M 5.3%
74,002
+16,718
4
$12M 4%
97,043
-697
5
$11.4M 3.82%
54,239
-626
6
$9.29M 3.1%
35,650
+874
7
$9.07M 3.03%
93,481
+4,603
8
$8.03M 2.68%
141,630
+10,615
9
$7.08M 2.37%
149,359
+38,889
10
$6.88M 2.3%
129,842
+39,590
11
$6.63M 2.22%
224,239
+12,940
12
$6.45M 2.15%
148,084
+37,237
13
$6.39M 2.14%
172,743
+12,037
14
$6.34M 2.12%
45,285
+2,332
15
$5.99M 2%
211,499
+33,472
16
$5.87M 1.96%
30,395
+190
17
$5.57M 1.86%
118,952
-4,010
18
$5.53M 1.85%
30,360
-313
19
$5.37M 1.79%
70,323
+25,957
20
$5.3M 1.77%
101,606
+59,734
21
$4.97M 1.66%
51,477
-3,495
22
$4.74M 1.58%
95,178
+15,137
23
$4.66M 1.56%
93,262
+7,134
24
$4.58M 1.53%
205,323
-28,887
25
$4.35M 1.45%
175,657
+4,156
1
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