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Home > Institutional Investor > Sims Investment Management, Llc > Profile

Instuitional Investor - Sims Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Sims Investment Management, Llc
Portfolio Value $223,749,059
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,096,635 $68,373,703 30.56%
2.
Schwab Strategic Trust
 FNDF 1,811,711 $42,448,379 18.97%
3.
Schwab Strategic Trust
 FNDF 622,799 $17,413,448 7.78%
4.
Global X Nasdaq 100 - ETF
 990,436 $16,470,955 7.36%
5.
Global X S&P 500 Covered - ETF
 347,458 $13,721,100 6.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)