SIM

Sims Investment Management Portfolio holdings

AUM $249M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$50.2M
2
+$36.6M
3
+$13.8M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$11.4M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.3%
2 Technology 1.41%
3 Financials 0.78%
4 Healthcare 0.3%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$438K 0.25%
+704
27
$390K 0.22%
+5,422
28
$346K 0.2%
+1,500
29
$313K 0.18%
+2,813
30
$309K 0.17%
+6,538
31
$289K 0.16%
+1,155
32
$273K 0.15%
+1,135
33
$148K 0.08%
+6,503
34
$133K 0.08%
+2,500
35
$121K 0.07%
+10,539
36
$112K 0.06%
+667
37
$48.8K 0.03%
+1,925
1
2