SIMS INVESTMENT MANAGEMENT, LLC - Portfolio overview

SIMS INVESTMENT MANAGEMENT, LLC has 45 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB STRATEGIC TR, 30.56%
2. SCHA - SCHWAB STRATEGIC TR, 18.19%
3. QYLD - GLOBAL X FDS, 7.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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