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
$421M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Sells

1 +$2.63M
2 +$2.46M
3 +$1.86M
4
TROW icon
T. Rowe Price
TROW
+$1.78M
5
VTV icon
Vanguard Value ETF
VTV
+$1.69M

Sector Composition

1 Industrials 9.6%
2 Technology 7.8%
3 Financials 7.67%
4 Healthcare 5.81%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-297
277
-631