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
$484M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$2.56M
3
+$2.26M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$2.1M
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$1.18M

Top Sells

1
+$4.24M
2
+$2.8M
3
+$2.67M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$2.59M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.33M

Sector Composition

1 Industrials 8.39%
2 Financials 7.59%
3 Technology 6.75%
4 Healthcare 5.03%
5 Consumer Staples 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.7K ﹤0.01%
339
227
$23.5K ﹤0.01%
1,092
228
$21.7K ﹤0.01%
200
229
$21.6K ﹤0.01%
+193
230
$19.9K ﹤0.01%
320
231
$19.4K ﹤0.01%
75
232
$19.2K ﹤0.01%
35
233
$18.6K ﹤0.01%
172
-135
234
$18.2K ﹤0.01%
+781
235
$17.8K ﹤0.01%
879
236
$17.7K ﹤0.01%
538
-308
237
$17.5K ﹤0.01%
400
238
$17.5K ﹤0.01%
190
-21
239
$17K ﹤0.01%
+316
240
$16.4K ﹤0.01%
+2,000
241
$15.6K ﹤0.01%
341
242
$15.5K ﹤0.01%
1,000
243
$15.1K ﹤0.01%
+900
244
$14.9K ﹤0.01%
+287
245
$14.9K ﹤0.01%
78
246
$14.4K ﹤0.01%
296
-245
247
$13.6K ﹤0.01%
441
-24
248
$13.1K ﹤0.01%
301
249
$12.6K ﹤0.01%
250
250
$11.9K ﹤0.01%
39
-2
8 9
10
11 12