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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 $272,134,558
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,306,092 $84,768,198 31.15%
2.
Schwab Strategic Trust
 FNDF 1,734,769 $50,447,088 18.54%
3.
Global X Fds
 1,148,308 $19,693,483 7.24%
4.
Schwab Strategic Trust
 FNDF 557,808 $17,113,563 6.29%
5.
Global X Fds - S&P 500 COVERED
 426,982 $16,707,808 6.14%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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