SIM

Studio Investment Management Portfolio holdings

AUM $547M
1-Year Est. Return 15.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.15%
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
+$4.23M
2
+$1.41M
3
+$1.39M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.23M
5
TXT icon
Textron
TXT
+$1.18M

Top Sells

1
+$2.5M
2
+$2.24M
3
+$1.86M
4
VTV icon
Vanguard Value ETF
VTV
+$1.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$975K

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
– –
-73
238
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239
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-62
240
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-2,500
241
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-50
242
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0
243
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-639
244
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-52
245
– –
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246
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-1,440
247
– –
-33,426
248
$0 ﹤0.01%
631
249
– –
-85
6 7 8 9
10