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
251
$11K ﹤0.01%
200
252
$11K ﹤0.01%
161
253
$9.55K ﹤0.01%
40
-200
254
$9.45K ﹤0.01%
1,780
+63
255
$9.4K ﹤0.01%
174
256
$9.28K ﹤0.01%
122
-346
257
$8.57K ﹤0.01%
703
-2,585
258
$8.53K ﹤0.01%
50
-25
259
$8.44K ﹤0.01%
100
260
$8.44K ﹤0.01%
+235
261
$6.65K ﹤0.01%
300
262
$6.49K ﹤0.01%
+860
263
$6.01K ﹤0.01%
313
264
$5.87K ﹤0.01%
50
265
$5.86K ﹤0.01%
16
266
$5.81K ﹤0.01%
100
267
$5.73K ﹤0.01%
139
-117
268
$5.6K ﹤0.01%
+50
269
$5.08K ﹤0.01%
200
270
$4.81K ﹤0.01%
282
-12
271
$4.76K ﹤0.01%
59
-3
272
$4.61K ﹤0.01%
40
273
$4.5K ﹤0.01%
49
-550
274
$4.16K ﹤0.01%
147
275
$4.13K ﹤0.01%
61
9 10
11
12 13