SIM
Studio Investment Management Portfolio holdings
AUM
$498M
1-Year Return
10.96%
This Quarter Return
+8.05%
1 Year Return
+10.96%
3 Year Return
+37.84%
5 Year Return
–
10 Year Return
–
AUM
$392M
AUM Growth
+$33.8M
(+9.4%)
Cap. Flow
+$7.55M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
39.35%
Holding
258
New
24
Increased
67
Reduced
107
Closed
12
Top Buys
| 1 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$4.55M |
| 2 |
Bank of Montreal
BMO
|
$1.67M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.49M |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
$1.28M |
| 5 |
Textron
TXT
|
$1.22M |
Top Sells
Sector Composition
| 1 | Industrials | 9.77% |
| 2 | Technology | 8.38% |
| 3 | Financials | 8.17% |
| 4 | Healthcare | 7.15% |
| 5 | Consumer Staples | 3.63% |
