ZIM
ZPR Investment Management Portfolio holdings
AUM
$46.8M
This Quarter Return
+12.88%
1 Year Return
-2.47%
3 Year Return
+14.82%
5 Year Return
+84.61%
10 Year Return
–
AUM
$50.7M
AUM Growth
+$402K
(+0.8%)
Cap. Flow
-$3.67M
Cap. Flow
% of AUM
-7.23%
Top 10 Holdings %
Top 10 Hldgs %
34.42%
Holding
108
New
32
Increased
24
Reduced
30
Closed
22
Top Buys
| 1 |
Verint Systems
VRNT
|
$1.07M |
| 2 |
Quanta Services
PWR
|
$995K |
| 3 |
Atkore
ATKR
|
$930K |
| 4 |
Oshkosh
OSK
|
$917K |
| 5 |
Sanmina
SANM
|
$855K |
Top Sells
| 1 |
Celanese
CE
|
$1.76M |
| 2 |
Reliance Steel & Aluminium
RS
|
$1.09M |
| 3 |
AAN.A
AARON'S INC CL-A
AAN.A
|
$1.07M |
| 4 |
Louisiana-Pacific
LPX
|
$1.07M |
| 5 |
FMC
FMC
|
$1.04M |
Sector Composition
| 1 | Consumer Discretionary | 25.9% |
| 2 | Financials | 19.4% |
| 3 | Industrials | 18.15% |
| 4 | Technology | 17.04% |
| 5 | Energy | 7.45% |
