SIM

Studio Investment Management Portfolio holdings

AUM $530M
1-Year Est. Return 10.38%
This Quarter Est. Return
1 Year Est. Return
+10.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.67M
3
+$1.49M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.28M
5
TXT icon
Textron
TXT
+$1.22M

Top Sells

1
+$2.63M
2
+$2.24M
3
+$1.97M
4
VTV icon
Vanguard Value ETF
VTV
+$1.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$991K

Sector Composition

1 Industrials 9.77%
2 Technology 8.38%
3 Financials 8.17%
4 Healthcare 7.15%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.53K ﹤0.01%
128
227
$2.79K ﹤0.01%
61
228
$2.01K ﹤0.01%
+26
229
$1.75K ﹤0.01%
+36
230
$1.72K ﹤0.01%
100
231
$1.3K ﹤0.01%
50
232
$782 ﹤0.01%
2
233
$698 ﹤0.01%
20
234
$179 ﹤0.01%
236
235
$55 ﹤0.01%
9
236
$16 ﹤0.01%
49
237
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0
238
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239
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240
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241
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242
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-1,440
243
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-33,426
244
$0 ﹤0.01%
631
245
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246
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247
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-62
248
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249
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-50
6 7 8 9
10