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
$439M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$1.85M
3
+$959K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$668K
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$635K

Top Sells

1
+$183K
2
+$114K
3
+$89.8K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$88.2K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$84.7K

Sector Composition

1 Industrials 9.12%
2 Technology 8.22%
3 Financials 7.42%
4 Healthcare 5.56%
5 Communication Services 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.3K ﹤0.01%
+375
227
$14.2K ﹤0.01%
78
228
$13.8K ﹤0.01%
+1,022
229
$13.5K ﹤0.01%
+100
230
$12.9K ﹤0.01%
+221
231
$12.7K ﹤0.01%
500
+400
232
$12.1K ﹤0.01%
+485
233
$11K ﹤0.01%
344
-1,213
234
$10.7K ﹤0.01%
161
235
$10.4K ﹤0.01%
300
236
$10.1K ﹤0.01%
+42
237
$10.1K ﹤0.01%
256
-969
238
$10K ﹤0.01%
+134
239
$8.98K ﹤0.01%
174
240
$8.11K ﹤0.01%
+50
241
$7.16K ﹤0.01%
+7
242
$6.69K ﹤0.01%
+39
243
$6.52K ﹤0.01%
+118
244
$6.41K ﹤0.01%
66
-591
245
$5.61K ﹤0.01%
294
-47
246
$5.52K ﹤0.01%
+274
247
$5.09K ﹤0.01%
102
+98
248
$5.04K ﹤0.01%
+194
249
$4.6K ﹤0.01%
59
+33
250
$4.26K ﹤0.01%
40
8 9
10
11 12