SIM
Studio Investment Management Portfolio holdings
AUM
$498M
This Quarter Return
+0.15%
1 Year Return
+10.96%
3 Year Return
+37.84%
5 Year Return
–
10 Year Return
–
AUM
$439M
AUM Growth
+$439M
(+4.3%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
4.2%
Top 10 Holdings %
Top 10 Hldgs %
41.12%
Holding
331
New
65
Increased
152
Reduced
48
Closed
28
Top Buys
Top Sells
| 1 |
Costco
COST
|
$183K |
| 2 |
Amazon
AMZN
|
$114K |
| 3 |
Chevron
CVX
|
$89.8K |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
$88.2K |
| 5 |
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% |
