Instuitional Investor - Sims Investment Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Sims Investment Management, Llc |
| Portfolio Value | $176,872,964 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 2,164,019 | $50,161,963 | 28.36% | |
| 2. | FNDF | 1,413,610 | $36,555,945 | 20.66% | |
| 3. | Global X Fund Glb X Nsdq100 Cvd Etf - ETF | 755,446 | $13,764,219 | 7.78% | |
| 4. | Global X S&P 500 Coveredcall Etf - ETF | 272,689 | $11,425,684 | 6.45% | |
| 5. | FNDF | 396,869 | $10,842,449 | 6.13% |
