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
251
$4K ﹤0.01%
+55
252
$3.79K ﹤0.01%
11
253
$3.05K ﹤0.01%
61
254
$2.43K ﹤0.01%
250
255
$2.22K ﹤0.01%
+10
256
$1.96K ﹤0.01%
36
257
$1.9K ﹤0.01%
+65
258
$1.68K ﹤0.01%
+67
259
$1.67K ﹤0.01%
+65
260
$1.58K ﹤0.01%
+61
261
$1.47K ﹤0.01%
+200
262
$1.39K ﹤0.01%
+838
263
$1.27K ﹤0.01%
+49
264
$1.22K ﹤0.01%
+46
265
$1.18K ﹤0.01%
+45
266
$1.06K ﹤0.01%
+42
267
$1.02K ﹤0.01%
+41
268
$978 ﹤0.01%
+100
269
$968 ﹤0.01%
50
270
$924 ﹤0.01%
+200
271
$915 ﹤0.01%
+8
272
$812 ﹤0.01%
+4
273
$757 ﹤0.01%
+33
274
$688 ﹤0.01%
+25
275
$645 ﹤0.01%
+100
9 10
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