SIM
Sims Investment Management Portfolio holdings
AUM
$249M
This Quarter Return
-5.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+27%)
Cap. Flow
+$58.2M
Cap. Flow
% of AUM
26%
Top 10 Holdings %
Top 10 Hldgs %
86.04%
Holding
45
New
8
Increased
28
Reduced
1
Closed
4
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$20.6M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$9.33M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$6.32M |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$3.91M |
| 5 |
John Hancock Multifactor Small Cap ETF
JHSC
|
$3.4M |
Top Sells
| 1 |
AT&T
T
|
$148K |
| 2 |
General Motors
GM
|
$133K |
| 3 |
eXp World Holdings
EXPI
|
$121K |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$68.5K |
| 5 |
US Global Jets ETF
JETS
|
$48.8K |
Sector Composition
| 1 | Consumer Discretionary | 2.26% |
| 2 | Technology | 2.2% |
| 3 | Financials | 0.76% |
| 4 | Communication Services | 0.28% |
| 5 | Healthcare | 0.24% |
