StockDriftsStockDriftsTop 35 Sims Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 31.15% | 3.31M | $84.8M | -3.34%(-114.34K) | $22.96(+27.02%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 18.54% | 1.73M | $50.4M | -5.27%(-96.59K) | $25.54(+29.54%) | 2026-03-31 | |
| QYLD | GLOBAL X FDS | 7.24% | 1.15M | $19.7M | +3.35%(+37.20K) | $17.83(+1.67%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.29% | 557.8K | $17.1M | -9.98%(-61.85K) | $27.71(+14.60%) | 2026-03-31 | |
| XYLD | GLOBAL X FDS | 6.14% | 427.0K | $16.7M | +3.43%(+14.17K) | $41.08(-1.12%) | 2026-03-31 | |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | 5.51% | 349.4K | $15.0M | +8.52%(+27.44K) | $39.23(+16.77%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.21% | 48.2K | $11.5M | +2.32%(+1.09K) | $208.06(+41.38%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 3.77% | 422.6K | $10.3M | +2.87%(+11.78K) | $24.28(-0.55%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.26% | 10.6K | $6.1M | -13.31%(-1.63K) | $498.67(+43.32%) | 2026-03-31 | |
| ETV | EATON VANCE TAX-MANAGED BUY- | 1.95% | 387.9K | $5.3M | -0.25%(-982) | $14.10(+4.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.43% | +17.19% |
| Top 20 Holdings Unweighted | +3.14% | +9.73% |
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