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
276
$3.37K ﹤0.01%
+10
277
$3.29K ﹤0.01%
+80
278
$3.26K ﹤0.01%
12
279
$3.2K ﹤0.01%
+60
280
$2.97K ﹤0.01%
250
-26
281
$2.93K ﹤0.01%
+110
282
$2.9K ﹤0.01%
33
283
$2.71K ﹤0.01%
52
284
$2.64K ﹤0.01%
+165
285
$2.62K ﹤0.01%
144
-804
286
$2.54K ﹤0.01%
+40
287
$2.33K ﹤0.01%
+20
288
$1.94K ﹤0.01%
65
289
$1.9K ﹤0.01%
+15
290
$1.65K ﹤0.01%
36
291
$1.64K ﹤0.01%
67
292
$1.63K ﹤0.01%
65
293
$1.56K ﹤0.01%
61
294
$1.37K ﹤0.01%
14
-174
295
$1.24K ﹤0.01%
49
296
$1.16K ﹤0.01%
46
297
$1.15K ﹤0.01%
45
298
$1.04K ﹤0.01%
5
299
$1.04K ﹤0.01%
41
300
$816 ﹤0.01%
50
10 11
12
13 14