ZIM

ZPR Investment Management Portfolio holdings

AUM $46.8M
1-Year Est. Return 2.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$2.33M
3 +$1.38M
4
CNXN icon
PC Connection
CNXN
+$949K
5
KAI icon
Kadant
KAI
+$899K

Top Sells

1 +$5.14M
2 +$3.47M
3 +$2.08M
4
PGTI
PGT, Inc.
PGTI
+$1.21M
5
PKD
Parker Drilling Company
PKD
+$708K

Sector Composition

1 Technology 21.65%
2 Materials 15.34%
3 Healthcare 13.16%
4 Industrials 11.65%
5 Consumer Staples 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-262,075
27
-2,387,655