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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 $282,926,559
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,420,432 $92,043,826 32.53%
2.
Schwab Strategic Trust
 FNDF 1,831,359 $52,157,102 18.43%
3.
Global X Fds
 1,111,105 $19,633,233 6.94%
4.
Schwab Strategic Trust
 FNDF 619,658 $16,997,215 6.01%
5.
Global X Fds - S&P 500 COVERED
 412,816 $16,772,694 5.93%
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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